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 200+ 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.

Easily build with iFOLIO editor using a drag & drop and click-to-edit interface.
Store, search, use on-brand colors, images, videos, GIFs, Excel sheets, docs, PDFs, PNGs, & JPGs to build digital content.
Build animated charts & custom icons to display in pages.

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

53. 40+ mobile adaptive block layout options

54. Can use up to 1,000 media display options including templates, block layouts, image, video & GIF layouts, text editor, icon arrays, & animated charts.

55. Customize layout block width & fullspan setting.

56. Customize background color on any block.

57. Customize background image on any block.

58. Add optional parallax scroll effect for layout background image.

59. Link to social media with dedicated social icon layout

60. Show 4 striking options side by side with hover effects

61. Show 4 options with linked buttons + interactive hover effects (no code)

62. Add button to any 31 layouts

63. Build button with customization of height, width, corners, text color, button color

64. Built button with hover over effect

65. Customize CTA button post hover over animation with height, width, corners, text color and button color

66. Add hyperlinks to buttons to redirect traffic to another website or link it to a shareable document

67. Show 4 bite size nuggets

68. Show Images + text

69. Show Videos + text

70. Show Gifs + text

71. Build collage layout with images and text to show visual collections

72. Build 1, 2, 3 or 4 column layouts with text, images, gifs, icons

73. Show images, gifs, or videos in gallery

74. Add parallax image with text overlay

75. Slider layout with background images to show content in carousel

76. Slider layout with parallax images to show content in carousel

77. Add footer with logo and columns with linked text

78. Add unlimited drop downs with animations to support folding up of long content like FAQs

79. Control the color dropdowns to make it look more aesthetic

80. Add 3, 4, or 5 icons layouts with text

81. 9 layout options to build animated and interactive charts with descriptive text

82. 13 options for data visualization with bar, pie, donut, line, stacked bar, spline charts and more

83. Customize the width of the chart in a layout

84. Customize charts elements - axes display, title and control the color, font, font size

85. Add full background images to layouts with customizable text overlay

86. Control and customize the transparency of layout background images

87. Add color backgrounds to layouts

88. Add color backgrounds to text blocks and control the transparency to contrast with background

89. 5 options to change layout width and pair with other layouts

90. Quick toggle to set layout widths to make it consistent with your brand

91. Duplicate a modified layout to reduce repetitive work

92. Summary block layout - to introduce your team with headshot and text

93. Contact Block layout - to allow audience to contact your team to learn more

94. Social Block layout with logos - to allow users to follow you on 4 socials - twitter, facebook, linkedIn, Instagram

95. Padding Editor - Customize any layout with pixel level precision including inside block, around text, around image, and more.

96. 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.

97. Image Padding - Top, left, right, bottom padding to control positioning of image within a block

98. 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.

99. Button Editor - Build your own button, customize colors, text, outline, add link, and hover effects (no code).

100. Carry Forward Logic - So you don't lose your work!

Media Libraries

101. Media Libraries - Store and access images, videos, gifs, files, documents, icons, and animated charts for your digital content in collaborative media libraries.

102. 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.

103. My Uploads Media Library - User-uploaded media. Supports PNGs, JPGs, GIFs, YouTube video links, Vimeo video links, Excel sheets, PDFs, and Word docs.

104. Stock Media Library - iFOLIO-provided library of high quality stock images.

105. 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.

106. Icon Library - Library of multipurpose icons with customizable color, background, border, & size.

107. Search media libraries for uploaded image file names & video titles

iFOLIO Creative Editor

108. 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.

109. Supports images: PNGs, JPGs, GIFs, & customizable icons

110. Supports videos: Vimeo or YouTube link

111. Supports documents: PDF, Excel, & Word

112. Click to edit text with auto-saving

113. Create animated charts for dynamic data visualization

114. Edit embedded contact card for lead gen

115. Opacity Control: overlay text over any image/solid background of your choice and control the transparency to make it visually appealing

Image Manager

116. Upload, select, & delete images in My Uploads Library & Organization Media Library.

117. Platform optimizes images for quick loading times.

118. Drag & drop to rearrange images within a layout.

119. Crop Tool to rotate, crop, & resize image display.

iFOLIO + Quill Text Editor

120. Auto-save feature instantly saves & updates text in the live page.

121. Choose from more than 25 font families & over 100 font variations out of the box

122. Fonts can be added as needed

123. Edit font family, font size, font weight, font style (bold, italics, underline, strikethrough), text color, text alignment, list options, indentation

124. Edit text color.

125. Edit text alignment, list options, indentation.

126. Link URL or document

127. Embed social media feeds from LinkedIn, Facebook, Instagram, and more

128. Add links, pay pages, & web services

129. Embed HTML

Learn more about Quill here: https://quilljs.com/

130. Publish Links - Publish and customize links. Make your link public, private or password protected.

131. Publish Info pages & Websites

132. Generate individual personalized tracked links for presentations & campaigns

133. Generate short links for social posts, events or brochures

134. Set meta image for visual sharing & site preview

SEO Tools - Optionally set website meta tags for maximum SEO optimization.

135. Set site title

136. Set site keywords

137. Set site description

138. Set site preview image

Personalize URLs

139. Personalize link URL when publishing using the iFOLIO.cloud domain or your own custom domain.

140. Set image for visual sharing & site preview.

Custom Domain

141. Add your own custom domain for all links, campaigns, and iFOLIO analytics.

142. Collaborate on web content for your custom domain and build, edit, and send links.

143. Maintain all the custom domain links, users, and analytics in one spot.

Personalized 1-to-1 and Group Email & Text Message Capabilities

144. 1-to-1 Service (visual email & mms text message + image)

Send personalized visual email 1-to-1 to contacts with iFOLIO tracked link.

Send to 1-to-1 message to single contacts or up to 8 contacts
Message is personalized with conditional values and custom messages can be set for quick sends on the go
Send via integrated email
Send via MMS text message
The iFOLIO is sent in a linked button via email
Blind Copy capabilities also send to CRM
Contact is stored in Shared Stats along with analytics
Select to notify with response

145. Group Send Service (visual email & mms text message + image)

Send 1-to-1 messages in personalized campaigns to up to 100 contacts.

Message is personalized with conditional values and custom messages can be set for quick sends on the go
Send via integrated email
Send via MMS text message
The iFOLIO is sent in a linked button via email
Blind Copy capabilities can also send to CRM
Contact is stored in Shared Stats along with analytics
Select to notify with response

146. Set custom personalized messages with conditional values linking to a tracked iFOLIO link

147. Signature: Set custom signatures for email and text message sends

148. Set visual share email images

149. Set text message share image

Campaign Services

Email, Text Message, Web, PURL

150. Campaigns Service - Send mass email campaigns and text message campaigns with a personalized experience.

Send mass visual email campaigns with tracked links, untracked links, or no link.
Send mass visual MMS campaigns with image, tracked link, signature
Send mass purl campaigns with personalized url portfolios in email or MMS + image

Manage text & email campaigns from a single integrated platform

View integrated analytics on all sends.

See more about campaign types.

151. 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.

152. 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.

153. 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.

154. Send Personalized Invitations & Reminders - Send custom event invitations & reminders with visually engaging email & text campaigns. Automate reminder campaigns and follow-up campaigns.

155. Send Personalized Itineraries - Personalize and send an itinerary site for each recipient with purls and conditional formatting. Measure engagement with analytics.

156. Send campaigns on-demand

157. Automate Campaigns - Schedule in advance to send campaigns automatically

158. Flexible Simple email & text campaign builder easily composes campaign visuals & messaging and previews display.

Personalize Subject Lines with emojis
Personalize message with Names and linked buttons
Set images for banner, logo, and signature
Set Signature
Choose which sender to send from (email or dedicated friendly 10 DLC number)

159. Test campaign messaging via text message or email

160. Use and Save easy list template for both text & email campaigns

161. Sharing system batching and routing queues and routes messages for optimum deliverability

162. Sharing system powers simultaneous campaigns across groups and lists.

163. Calculate how many numbers you need to deliver the text message campaigns at the scale you require.

164. 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.

165. 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.

166. Customizing Content - Customize easily with iFOLIO Layout library, or point and click iFOLIO editor.

167. 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

168. Engaging your audience - Once your audience has the presentation url, they can open and view it anytime.

169. Real–time alerts let you know exactly when they view, prompting you to open the presentation software on any device and start a conversation.

170. Reverse CRM time saving automation automatically posts to CRM when you share with a prospect to save you time.

171. 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.

172. Follow-up right from the dashboard via integrated email or text message.

Get insights with Patented Analytics & Reporting

173. 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.

174. Filter all analytics dashboards by week, 2 weeks, month, 3 months, 6 months, 1 year, 2 years, & 3 years

Marketing Analytics Dashboards

175. View summary of all iFOLIO page analytics with opens, views, device types, & average seconds of engagement

176. See video views, durations, and plays

177. View regions of viewer engagement by country, state, and city

178. See viewer device types

179. View click-throughs & clicks on links

180. View average session time & time on page

181. View heatmaps to understand which regions of a page retain the most viewing time

182. 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.

183. Measure outreach and results on a daily, weekly, monthly basis

184. See outreach by reps and teams

185. Ensure team is meeting outreach & cadence goals

186. Measure results of the content in cadence by opens, click-throughs, engagement time

187. User Analytics Dashboards & Shared Stats - Follow-up with the right prospects at the right time and convert with more data intelligence.

188. Sort by hot viewer engagement

189. View sends, opens, views, seconds of engagement

190. View individual viewer analytics & heatmaps of block by block interest

191. View average & individual session times & time on page

192. View geography of individual viewer engagement by country, state, and city

193. Click to follow-up right from dashboard (visual email or text message)

194. Download reports of viewers to prioritize for follow-up

Lead Gen & Prioritization

195. Sort contacts based on viewer opens & engagement

196. Generate & export lists to prioritize leads that are opening and viewing content.

197. Campaign Analytics Dashboard

Understand campaign results with 20+ measures of engagement in one detailed dashboard. See stats from email & text sends in one place.

198. Preview campaign visuals & messaging for text & email, as seen by recipients

199. Campaign analytics dynamically update in real-time

200. See aggregate analytics for entire list & individual recipient analytics

201. Graph of campaign page visits over time, from email & text

Aggregate Campaign Analytics

202. Total sends

203. Total contacts

204. Total bounces

205. iFOLIO opens by visit number and %

206. iFOLIO opens by contact number and %

207. Clicks on links

Email Campaign Analytics

208. Email sends

209. Email opens

210. Email click throughs

211. Email bounces

212. Email open rate %

213. Email click through rate %

Text Campaign Analytics

214. Text message sends

215. Text message click throughs

216. Text message bounces

217. Text message click through rate %

User-Level Analytics

218. Summary dashboard

219. Social

220. Video Views dashboard

221. Clicks on Links dashboard

222. Geography dashboard

223. Viewer Companies dashboard

224. Scrollmap

225. Shared Stats dashboard

226. Leaderboard

Manager-Level Analytics - Filter across all users, iFOLIO pages & links, and sub-accounts

227. Summary dashboard

228. Leaderboard

229. Shared Stats dashboard

230. Block Views dashboard

231. Video Views dashboard

232. Clicks on Links

233. Geography

234. Real-time Analytics - Immediate (every 3 seconds) access to new data within the iFOLIO dashboard.

235. Reporting on 30+ Metrics - Reporting on key metrics including page views, visitors, engaged time, video watch, geography, etc.

236. Triple Patented Heatmap Analytics - Reporting on viewer engagement with content block by block, including timestamps and visits.

237. 36 Months of Historical Data - Access to up to 36 months of data for historical analysis.

238. 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.

239. Conversion Reporting - Reporting of key conversion events like clicks on links, clicks to pay, newsletter signups, and more.

240. 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.

241. Management Dashboard Built For Scale - Central admin dashboard to manage all your sites, domains, user access, authentication and security, certificates, environment settings, and more.

242. Enable mass campaigns, 1- way campaigns, and 2 -way campaigns with Twilio Campaign Messaging SID integration to iFOLIO Sharing System

243. 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)

Enterprise (site, presentation, campaign, event)
Student (portfolio, project, athlete)
Athlete (athlete, portfolio, project)

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

284. 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.

Password Protect

285. If confidential, password protect the link

286. Private sites not indexed by google until shared publicly, unless SEO tools

287. 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.

288. 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.

289. 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.

290. 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.

291. Image Optimization - iFOLIO adapts and compresses images to ensure quick loading without compromising quality.

292. Content Compression - Content is compressed during transmission to clients, reducing the time it takes for pages to load.

293. Backend Optimization - Software scripts are minified to eliminate unnecessary code, enhancing overall performance.

294. Elimination of Blocking Code - iFOLIO ensures that there is minimal blocking code, further improving the responsiveness of the platform.

Data Backup and Recovery

295. Backup mechanisms and disaster recovery processes outlined in the SOC 2 Type 2 Certification report.

296. Users access their dedicated license hosted through AWS through a browser

297. Data is encrypted at rest and in motion with SSL encryption

298. Daily Backups | Hourly Backups if needed - Backups provided on a daily basis. Can backup to a specific hour upon request.

299. Failover for Disaster Recovery - A failover-enabled database that guarantees availability through AWS Aurora.

User Onboarding & Training

300. Automated onboarding via email and text message.

301. 1st-time User Experience to learn key functions of the platform.

Here’s the basics on how to use iFOLIO
How to customize the header
How to customize the layout and images
How to use iFOLIO Creative Editor and move around blocks
How to choose a layout and access layout library
Where to access animated chart layouts
How to build a chart and customize it
How to use the text editor to add text, format it, and style it
How to embed HTML
How to add media, links, pay pages, docs, excel sheets, GIFs, video links and more
How to access your iFOLIO media libraries
How to publish your iFOLIO link
How to share and personalize your link.
How to access analytics dashboards

302. Tips & FAQ Video Library available to each individual user

User Dashboard & Support

303. Access, rename, & delete user’s iFOLIO pages

304. Create new iFOLIO page from system template or Templates Pro

305. Modify name & contact information & auto-update all iFOLIO blocks with name & contact information

306. User dashboard enables users to save default share messages & signatures for quick sends from mobile.

307. Set user SMTP settings for email share

308. iFOLIO presentations and digital business cards can be shared from mobile while fundraisers are on the go.

309. Fundraisers can follow up via text or email right from the platform.

310. FAQs and tip videos accessed from User Dashboard

311. 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.

312. 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.

313. 24/7 Support

314. Uptime SLA is 99% - during peak times Mon- Friday 9am - 5pm EST. 95% during non peak times.

315. Urgent Ticket Response Time - Severity 1 = 20 Minutes Response, Temporary Resolution within 1 hr during Business Hours.

316. Non Urgent Ticket Response Time - 24 hours response

317. iFOLIO Integrations - Integrate iFOLIO into your existing workflow with app integrations.

318. CRM Integration - Integrate iFOLIO into your existing workflow with app integrations.

319. Reverse CRM automatically posts sends for digital business cards, presentations, and proposals back to CRM to lighten administrative reporting workload.

320. iFOLIO integrates with Salesforce CRM out of the box.

321. Use Zapier to connect iFOLIO Cloud with plenty of apps in your existing workflow.

Learn more at iFOLIOcloud.com/Zapier-Integrations.

322. iFOLIO + Slack

323. iFOLIO + Zoom

324. iFOLIO + Calendly

325. iFOLIO + DocuSign

326. iFOLIO + Google Ads

327. iFOLIO + HubSpot

328. iFOLIO + MailChimp

329. iFOLIO + Acuity Scheduling

330. Automate data entry into Salesforce CRM with iFOLIO Reverse CRM.

331. Automate data entry into Hubspot CRM with iFOLIO Reverse CRM.

332. Add custom app integrations.

333. Payment Pages - Enable secure payments with a friendly user experience.

334. iFOLIO + Stripe

335. iFOLIO + PayPal

336. iFOLIO + Anthology

337. iFOLIO + Any Payment Option

338. 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