2. What is the ability to set up roles and permissions at very broad and very detailed levels to meet the needs of a variety of individual accounts and sub-accounts?
iFOLIO offers comprehensive role and permission settings that allow for both broad and detailed access control across users, contacts, campaigns, content, and analytics.

8. What types of domain authentication does iFOLIO provide for emails?
SPF, DKIM, and DMARC.
• SPF (Sender Policy Framework) is an email authentication standard that allows a sender to list all the IP addresses that are authorized to send emails on behalf of their domain.
•DKIM (Domain-Key Identified Mail) is an email authentication method that uses asymmetric encryption to sign and verify your email.
•DMARC (Domain-based Message Authentication, Reporting & Conformance) is an email authentication protocol that sits on top of SPF and DKIM. If an email fails these checks - SPF, DKIM, or both, then DMARC policy tells the recipient's email server what to do – like block the email or mark it as suspicious, or do nothing. It's a way to stop bad actors from pretending to send emails from your domain.

9. Can an organization use 2 email providers with these authentications?
In summary, yes, an organization can set up DMARC, SPF, and DKIM for a domain that uses multiple email providers, but each provider needs to implement these measures independently for the domains they handle.
You can only have one DMARC & SPF record for a single domain. You will have multiple DKIM records depending on the different email providers you use to send your emails.

11. Can we customize the look and feel of the report?
Yes. iFOLIO provides more than 1000 customizable media display options from images, to videos, to animated charts, custom icons, fonts, colors, and more. These are all customizable through mobile adaptive layouts. With PURL reports you can create a visual template that is updated at scale to thousands of recipients based on attribute fields. This ensures your reports deliver an incredible experience.

12. Does iFOLIO have to include a video?
No. iFOLIO supports video but does not limit to video only communications. There are more than 1,000 ways to deliver digital content from animations, to gifs, to slides and more.

15. Can we customize the look and feel of the campaigns & info sites?
Yes! We want everything to match your branding and styles and to deliver an incredible experience. Choose from 1,000 different media variations or let your iFOLIO Creative design just for your need.

17. How do I see my RSVPs?
The form embed lets you quickly access your RSVPs through Google Forms or any other web-based form.
You can also use your Shared Stats dashboard to check in. 

19. Can templates be made inactive or retired (say, we re-create templates each fiscal year with new branding but don’t want to fully delete out the old ones)?
Yes. iFOLIO has ordering functions for Account Templates so you can move them forward or to the back of your template library based on your preferences. iFOLIO also offers the ability to customize updates right inside a current template so new content can be updated quickly from a single central spot for all the child users without having to create new content.

21. Is this secure for the delivery of sensitive information?
Your reports will be securely stored on our servers. The data is encrypted at rest and in motion. The private links can be password protected and unlocked when a valid password is entered.

24. How does iFOLIO ensure fast website loading?
iFOLIO employs various strategies to ensure quick page loading

• Demand-Driven Load Balancer: 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.
• Individual Page Optimization: Each web page that you generated 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.
• 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.

25. Are there any additional measures taken to enhance site performance & viewer experience?
Yes, iFOLIO delivers industry leading strategies and modern technical recommendations to optimize page load performance and viewer experience. This includes:

• Image Optimization: iFOLIO adapts and compresses images to ensure quick loading without compromising quality.
• Content Compression: Content is compressed during transmission to clients, reducing the time it takes for pages to load.
• Backend Optimization: Software scripts are minified to eliminate unnecessary code, enhancing overall performance.
• Elimination of Blocking Code: iFOLIO ensures that there is minimal blocking code, further improving the responsiveness of the platform.

These measures collectively contribute to a fast, efficient, and enjoyable user & viewer experience.

26. How are iFOLIO’s analytics Unique?
iFOLIO provides triple patented analytics to let users know data driven results immediately combining the latest from iFOLIO, Google Analytics, & other 3rd party data analytics providers.
The organization of the data in the dashboards make it easier to view, understand, and measure results and ROI.

• Obtaining info on leads to prioritize engaged leads for further action.
• Viewing campaign performance by delivery, by channel, by actions, and by geography.
• Viewing performance by mode, opens, seconds of engagement, and heat map by block and by individual.
• Understand your audience better and target customers based on their journey and engagement with your content using advanced analytics right in your iFOLIO system.

28. CRM integration – What types of integration is supported for CRM.
Yes. iFOLIO is a flexible web-based platform that is CRM-neutral and designed to work with CRMS in 4 ways:

1. Direct integration via API
2. Push into CRM with out-of-the-box CRM and blind copy fields
3. Push into CRM with opportunity integration
4. Pull into CRM with Dashboard Download CSV sheets

We also support using Donor ID fields in email, text message, and PURL campaigns to make the integration of communications flow easily for your CRM.

29. Does this integrate with my current database or CRM?
iFOLIO is a flexible web-based platform that is CRM neutral and can either be integrated to your CRM or can export data so you can record these reports as contacts in your database along with the PURL links for storage in your database.