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Visual Dialogue User Guide Version Pitney Bowes Software Inc. All rights reserved. This document may contain confidential and proprietary information belonging to Pitney Bowes Inc. and/or its
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Visual Dialogue User Guide Version 6.1 2015 Pitney Bowes Software Inc. All rights reserved. This document may contain confidential and proprietary information belonging to Pitney Bowes Inc. and/or its subsidiaries and associated companies. Portrait Software, the Portrait Software logo, Portrait, and Portrait Software s Portrait brand are the trademarks of Portrait Software International Limited and may not be used or exploited in any way without the prior express written authorization of Portrait Software International Limited. Acknowledgement of trademarks Other product names, company names, marks, logos and symbols referenced herein may be the trademarks or registered trademarks of their registered owners. Portrait Software Support If you need help with something that s not covered by this documentation, try the Knowledge Base on our web site. and follow the links to your product. You can also download other Portrait Software documentation from the site. If you don t have a username and password or you ve forgotten them please contact us through one of the channels below. If you find a problem with the use, installation, or documentation of this product, please contact us using any of the following methods: Phone USA/Canada (toll-free) Rest of world When you report a problem, it helps if you can tell us: The name of the software application The circumstances in which the problem arose What error messages you saw (if any); The version of the software that you were using. Pitney Bowes Software Inc. February 03, 2015 Contents Chapter 1: Introduction...9 Purpose...10 Intended audience...10 Related documentation...10 Chapter 2: Product overview...11 About Visual Dialogue...12 Key functionality...12 Chapter 3: Visual Dialogue GUI...13 The main application window...14 Ribbons...14 Ribbon tabs...14 The File tab...14 The Home tab...15 The Create tab...17 The View tab...17 The Web tab...17 Folders...17 About folders in Visual Dialogue...17 The Explorer...18 Browsers...18 The main component browsers...18 The Select Columns window...19 Visual Dialogue options...19 The Background Tasks Monitor window...22 Browsing dependencies...23 Chapter 4: Dialogs...25 What is a dialog?...26 Creating a new dialog...27 Dialog Designer...27 About Dialog Designer...27 Design View...28 Execute View...52 Script View...61 The Options tab...62 Dialog properties...63 Telemarketing projects...64 Browsing dialogs...68 Dialog security...69 Dialog templates...70 What is a dialog template?...70 Creating a new dialog template...70 The Dialog Template Designer...71 Guided setup...71 Dialog template properties...74 Dialog template ribbon tabs...75 Chapter 5: Selections...77 About selections...78 Selections in dialogs...78 Selections in Customer View...79 Selection Designer...79 About Selection Designer...79 Creating a new selection...80 Adding a criterion...81 Previewing a selection...82 Adding more criteria...82 Grouping criteria...83 The toolbox in Selection Designer...84 Group criteria...84 Special criterion types...85 Working in Expression Mode...89 Working in SQL Mode Portrait Dialogue 6.1 Working with context...90 Browsing selections...92 Chapter 6: Messages...93 About messages...94 Document types...94 Browsing message templates...95 Message Manager...95 Test sending messages...97 Deleting tracking data...97 Master templates...98 About master templates...98 Master template properties...98 Master Template Designer - Message Designer Message templates Creating a new message template HTML templates and web modules Message Template Designer Chapter 7: Questionnaires About questionnaires How questionnaires are used Creating a new questionnaire Questionnaire Designer About Questionnaire Designer Questions View Layout View in Questionnaire Designer Using merge tags Questionnaire properties Testing a questionnaire Building a questionnaire URL Response tracking Browsing questionnaires Running the questionnaire report Exporting response data Deleting response data Questionnaire styles Script Object Model Visual Dialogue User Guide 5 Script Object Model overview Global objects, methods, and properties The Question object The Alternative object The Matrix object The Column object The Row object The Cell object The Page object The Section object The Customer object Examples of scripting in questionnaire flow The Dialogue Server API Client-side events and scripts About client-side events and scripts Working with client-side scripts and events Available events Global script methods Global script properties Chapter 8: Reports About reports How and why reports are used Report Designer Creating a new report template About Report Designer Report template properties Data View Layout View in Report Designer The toolbars Using subreports Preview View About Preview View Previewing the report Printing the report Viewing a report in Report Portal Browsing reports Report security Portrait Dialogue 6.1 Report formats Report Portal Integrated reporting Integrated reporting overview Standard reports Customizing standard reports Standard report SQL statements Chapter 9: Task Organizer About Task Organizer Workgroups Workgroup users Manual distribution Automatic distribution Deleting workgroups and users Chapter 10: Broadcasts About broadcasts Chapter 11: Published files About published files Chapter 12: Content objects About content objects Creating a new content object Content Object Designer About Content Object Designer Content object properties Working with content items Working with rules Testing a content object Building content object HTML tags Using content objects in a questionnaire Using content objects in an Browsing content objects Visual Dialogue User Guide 7 Chapter 13: Export and import of Visual Dialogue objects About export and import The Visual Dialogue export wizard The Visual Dialogue import wizard Portrait Dialogue 6.1 Introduction 1 In this section: Purpose Intended audience Related documentation Purpose Purpose This document describes how to use Visual Dialogue to design and implement marketing strategies and campaigns. Intended audience This guide is intended for marketing analysts who are tasked with planning and implementing marketing campaigns. Related documentation Document Media (zip/dvd) and location Portrait Dialogue 6.1 Release Notes Portrait Dialogue media in: \Documentation\ language_code \ Note: This document and others can be downloaded from the Pitney Bowes Software website: 10 Portrait Dialogue 6.1 Product overview 2 In this section: About Visual Dialogue Key functionality About Visual Dialogue About Visual Dialogue Visual Dialogue forms part of the Portrait Dialogue suite of products, which support Customer Relationship Management. Visual Dialogue is used by marketers to define, manage, and carry out large-scale structured communication processes, and is specifically designed to support the principles of one-to-one marketing. The Visual Dialogue application provides you with an intuitive work environment that makes it easy to graphically plan your customer communication process and execute all phases in it. For example, you might use Visual Dialogue to: welcome new customers, query them about their communication preferences, and send them an offer via their preferred communication medium handle complaints, ensuring that all first-time complainers receive a phone call, while chronic complainers receive responses based on their profitability distribute a customer satisfaction survey, evaluate the responses, place customers in different groups according to their responses, and then send appropriate communication or take appropriate actions about each group. Key functionality Visual Dialogue includes five key components to help you implement your marketing strategies and campaigns: Visual Dialogue Designer: Create and execute customer dialogs. Visual Selection Designer: Create and test selections used to differentiate between customers. Message Template Designer: Create and test message templates used to communicate with your customers through different channels. Questionnaire Designer: Create and test questionnaires to get feedback from your customers. Report Designer: Create and test reports to easily access data in your system. 12 Portrait Dialogue 6.1 Visual Dialogue GUI 3 In this section: The main application window Ribbons Folders Browsers Visual Dialogue options The Background Tasks Monitor window Browsing dependencies The main application window The main application window When you start Visual Dialogue, the main application window shows the start page. This is one of many windows you will be working with, but a number of the elements are common to all windows. Element Ribbon tabs Quick access toolbar Explorer bar Work area Status bar Header bar Tab bar Toolbox Contains most of Visual Dialogue s commands. In addition, you can use right-click menus to gain access to functions that are directly associated with a specific item. Contains buttons that let you perform common functions without having to go through the menus. Lets you quickly access the different parts of Visual Dialogue. This can also be done from the Home tab. The area in which you work with the different parts of the system. For the start page, this contains references to all your recent work. You can click on a reference to open it. Gives information on application activity. Shows what you are working with at the moment. Lets you switch between the windows that are open. This can also be done from the View tab. Contains different tools that you can use while working The toolbox will change according to what you are working with at the moment. Ribbons Ribbon tabs There are five standard ribbon tabs in Visual Dialogue: the File tab, the Home tab, the Create tab, the View tab and the Web tab. Alongside these tabs, additional task-specific tabs appear in different parts of the application. The File tab These are the commands that you can access from the File tab: Tab option Save Save the item that you are currently working with. 14 Portrait Dialogue 6.1 Chapter 3: Visual Dialogue GUI Tab option Save as... Save all Close Recent Print Printer setup... Help Relogin... Options... Exit Save a copy of the item that you are currently working with. Save all items that have unsaved changes. Close the item that you are currently working with. Open items that you have worked with recently. Print the item that you are currently working with. Configure a printer. Display this help file, the reference help, version and license information. Reconnect to the application server. This is necessary if your connection has timed out. View and change different options in Visual Dialogue. Close all windows and exit the application. In addition, when working with objects like dialogues, selections, questionnaires etc. you will get an Info option with the following sub options: Tab option Properties Dependencies Security Show properties of the selected item. Open the dependency browser window for the selected item. Show the security settings window for the selected item. The Home tab These are the commands that you can access from the Home tab: Tab option Active items Explore Cut Copy Paste Delete Find Replace Shows a list of all the items you have open. Open the Explorer window or a main component browser window. Remove the current selection and place it on the clipboard. Copy the current selection to the clipboard. Insert the contents of the clipboard in the active window. Delete the current selection. Search for text. Search and replace text. Visual Dialogue User Guide 15 The Home tab Tab option Select all Rename Reports Select everything in the active window. Rename the selected item. Reports enable you to run integrated reports from various places in Visual Dialogue. Reports are only available if integrated reporting is enabled. This is configured in Visual Dialogue options. The content varies depending on which integrated report is applicable in a module/location in Visual Dialogue. See Integrated reporting overview and Standard reports for details. In addition, when working with a main component browser, the following commands are shown in the tab: Tab option Open Properties Security Dependencies Export Import Find Preview Open the selected item. Show properties of the selected item. Show the security settings window for the selected item. Open the dependency browser window for the selected item. Launch the Visual Dialogue export wizard, which lets you export objects (dialogs, selections, etc.) designed in Visual Dialogue to files, or export a list of content of the current browser to file. Launch the Visual Dialogue import wizard, which lets you import Visual Dialogue objects from files. Show or hide a window where you can search for items in the browser. Show or hide a preview of the selected item in the bottom of the browser In addition, when working with the Explorer, the following commands are shown in the tab: Tab option New folder Up Back Forward Create a new folder. Navigate up one level in the folder structure. Navigate back in the folder structure. Navigate forward in the folder structure. 16 Portrait Dialogue 6.1 Chapter 3: Visual Dialogue GUI The Create tab Create new dialogs or dialog templates, selections, message or master templates, questionnaires, report templates, broadcasts, questionnaire styles, published files, and content objects. The View tab These are the commands that you can access from the View tab: Tab option Select columns Refresh Explorer bar Toolbox Header bar Tab bar Status bar Previous window Next windows Previous sub view Next sub view Switch language Choose the columns to view in the browsers. Refresh the data in the active window with the newest data from the server. Hide or show the Explorer bar. Hide or show the toolbox. Hide or show the header bar. Hide or show the tab bar. Hide or show the status bar. Move focus to the previous window in the list of open windows. Move focus to the next window in the list of open windows. Go to the previous subview (tab) in the active window. Go to the next subview (tab) in the active window. Select another language to be used in the user interface. The application must restarted for this change to take effect. The Web tab From the Web tab, you can open the web applications Customer View, Telemarketing, Report Portal and Message Designer. In all cases, you will automatically be logged in as the user you are logged into Visual Dialogue with. Folders About folders in Visual Dialogue Visual Dialogue has a folder structure that works very like the Windows folder structure. All Visual Dialogue objects can be contained in folders, and the folders themselves can contain subfolders. Visual Dialogue User Guide 17 The Explorer You can use folders to organize your work in any way you want. For example, you could create a folder for each user of the system, or you could create a folder for each dialog, in which you would keep the dialog and all objects it uses, possibly in subfolders. The two methods could of course be combined. The Explorer The Explorer displays the hierarchical structure of objects and folders on your system. You can use the Explorer to organize your folders and objects by dragging to the tree view or by cutting and pasting. You can also create or delete objects, edit existing ones, show properties, and perform other actions in connection with objects. Browsers The main component browsers All the main components display a browser window with a grid as its first window. You can open an item in the browser by double-clicking on it. You can sort the items by clicking on a column header. When you right-click on an item, a new menu appears. These are the commands you can access from this menu: Menu option New... Open Delete Properties Security... Create a new item. Open the selected item. Delete the selected item. Show properties of the selected item. Show the security setting window for the selected item (not applicable for all item types). Browse dependencies... Open the dependency browser window for the selected item (not applicable for all item types). Reports Export... Import... Select Columns... Show available integrated reports for the selected item. Launch the Visual Dialogue export wizard, which lets you export objects (dialogs, selections, etc.) designed in Visual Dialogue to files. Launch the Visual Dialogue import wizard, which lets you import Visual Dialogue objects from files. Open the Select Columns window, to select the columns you want to view and their order. 18 Portrait Dialogue 6.1 Chapter 3: Visual Dialogue GUI The Select Columns window In the Select Columns window, you can choose what columns to view and in what order they will appear. View selected columns View all columns Hide selected columns Hide all columns Move selected columns up in viewing order Move selected columns down in viewing order Visual Dialogue options From the File tab, you can open the Options window. Here you can alter various options that change the look and feel of Visual Dialogue and the way it behaves. The General tab Option Show Recent Work Show Explorer When this box is checked, the recent items in the File tab will be shown as the initial page when you start the application. When this box is checked, the Explorer will be shown as the initial page when you start the application. Show instance and server in application title If this box is checked, the instance and server name to which you are logged on will be shown in the title of the Visual Dialogue main window. Show icons in tab bar Show icons in tab bar Log exceptions to file Log to folder If this box is checked, the tabs in the tab bar get a small icon to the left of the caption symbolizing their content. If this box is checked, the tabs in the tab bar get a small icon to the left of the caption symbolizing their content. If this box is checked, all exceptions (errors) in the application are logged to a file. If you turn on exception logging use this field to specify the folder where the log files are kept. Visual Dialogue User Guide 19 Visual Dialogue options The Dialog General tab Option Quick design mode Show grid Snap to grid Horz. size / Vertical size Automatically display execution progress window Automatically save dialog before executing Enable Dialog Overview view Show component IDs Show comments Show execute options as icons Check this option to enable Quick Design Mode. When Quick Design Mode is enabled, dialog groups and operation can be drawn/designed without displaying the properties dialogs. Check this option to show the canvas grid when designing dialogs Checking this option makes groups snap to the canvas grid when designing dialogs. These settings specify the horizontal and vertical size of the canvas design grid. Check this option to automatically display the execution progress window when execution a dialog operation. Check this option to automatically save a dialog before executing an operation. If this box is checked, the overview page is shown as part of the Dialog Designer. If this box is checked, the internal IDs of groups and operations are shown in the Dialog Designer. If this box is checked, comments are shown in the Dialog Designer. If this box is checked, execute icons are shown in the Dialog Designer. Execute icons visualize the execute options that you have set for your operations. The Dialog Colors and Skin tab Option Design Execute Active Inactive Selected Default Skin Set the background color of the dialog work area when you are in Design View. Set the background color of the dialog work area when you are in Execute View. Set the color of an active dialog operation. Set the color of an inactive dialog operation. Set the color of a selected dialog operation. Set the default skin used when creating new dialogs. 20 Portrait Dialogue 6.1 Chapter 3: Visual Dialogue GUI The Message Designer tab Option Open in Design View Open in Source
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