Vanilla Mail: Iress Open Standard Integration

[melanie.meadwell]

Integration overview

This is a standard integration which means that it is built by the third party to connect to your Xplan site via the standard integration template.  Iress do not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

Integration summary

Vanilla Mail has a customized approach to suit your business. Our email marketing approach is simple for our customers, makes it easy and friendly whilst providing you with the best customer service to produce the most professional email campaigns.

Software type: Campaign Management

Locale:  GB, AU, SA

Contact details for integrator: info@vanillamail.net

Website for integrator:https://www.vanillamail.net

Description provided by the integrator:

Vanilla Mail allows you to create and build the most engaged email campaign you can send to your customers or clients. With a combination of partnerships from Youtube and others the email campaign builder is a powerful tool to take your business marketing to another level.

Your audience is the core of your business

Understanding them and their habits will increase Your opportunities. With our simple api functionality your making the first step to Manage your audience from your CRM platform

Easy and robust campaign builder

Many campaign builders are complex and difficult to navigate. At Vanilla Mail, our campaign builder is intuitive to use. Drag & drop text, images, videos, products or engagement buttons with ease. Our campaign builder starts you off with a sticky header and footer so your campaigns are always consistent with your readers. With a new AI functionality coming early 2022 this will allow unlimited template designs by just entering your theme.

Seamless Integration

Seamless integration with YouTube. Drag & drop any video from your channel or the entire YouTube. What about your e commerce platform? A few mouse clicks and you can add products to your campaign.

Email Automation

Whether it’s a clients birthday and/or follow up email is required, using our automation feature which we like to call “set & forget” allows you to continue on with your everyday role. These campaigns once scheduled or triggered will automatically send to your client(s) 

Analytical data

Understand your clients wants and needs by being able to view what they are reading and engaging with in regards to your content. The data will provide your top line initially and once clicked you are able to filter down into more detail, such as heat maps and open locations across the globe

Setup instructions

Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used.

In Xplan: 

This integration follows the Standard Integration pattern:

• If you manage your own site: You can enable the integration yourself using this guide. Note that this must be undertaken by your site administrator.   
• If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf.
• If you outsource your site administration to Iress:  This integration has been enabled. Terms and conditions are included in your managed service agreement. For details, see our website under Integrations available via Iress Open (Xplan and Private Wealth). 

In your third party integrator software: 

The Third Party has supplied this setup guide.