The integration of Apty brings you a self-help tool within vega itself.
We will detail the workflows and checklists available here and continue to add further tools to give you guided support around the vega platform.
All tools can be accessed from the Need Help? widget located at the bottom left of your screen.
Use the search bar to easily find a related workflow or article for the area you need help with.
Workflows
Workflows can be identified in the help widget by the screen icon, each named after their primary focus. Workflows can be started from anywhere within vega, just click on it from within the help widget to see the first step. Steps without a next button require you to click on an element on the screen, this will be highlighted for you.
| Workflow | Explanation |
|
Vega Overview |
Provides an overview of the whole platform, this workflow goes through each tab with a brief description of the functionality and features within each of these. This is a great place to start for new users and is the first workflow on our new user checklist. |
|
Create a Contact |
This will guide you through each step to create a new contact in vega. Look out for the ? icon on the add contact form for more detail on each field on this form. |
|
Create Attributes |
Use this workflow to step through the process of creating new attribute types and attributes in vega. This workflow will only be available to admin users who have access to this functionality. Look out for the ? icon in the attribute maintenance for more detail on the structure of attributes. |
|
Add Attributes to a Contact |
This is a good follow-on from creating attributes but this workflow is available to all users. You will be shown the process, step by step, on how to add an attribute to a contact |
|
Create a Query |
The query tool is complex and we understand this can be daunting to users. This workflow will explain each tab in the custom query tool and there are ? icons on each of these for full written descriptions. |
|
Search and View Your Queries |
To follow on from creating queries above, this workflow will guide you on the process of finding and viewing your query results. |
|
Add a Contact Relationship |
This workflow details each step on adding a relationship between two contacts. |
|
Create a Campaign Header |
This is the first of two workflows to explain how you create campaigns under the Engage tab. Use the workflow below to follow on from this one. |
|
Create a Campaign Action |
This is a workflow of multiple functions, it will allow you to select Send Email, Excel List, Print PDF, Print Labels, or External List as the action type. Please note this workflow is not available for Create an Event action currently. |
|
Batch Payments |
Use this workflow to be guided through the process of creating a new batch of payments on the Money tab. |
|
Merge Contacts |
This will guide you through the process of merging duplicate contacts, using bulk and one-on-one functions. This workflow will only be available to admin users who have access to this functionality. |
Checklists
Checklists can be found by clicking the Checklists tab on the Need Help? widget.
Each checklist will show how many steps are involved to complete this by the circled number on the left.
There will only be one option available now, New Admin User or New User. These are for system admin users with full access to vega and general staff or read only users with limited access excluding the admin tab.
Clicking on the checklist will display the steps involved to complete this. They have been added in the order they should be completed, working your way down the list to finish each workflow. You will see in the image below that the completed workflows will be crossed out and marked with a green tick.
Once all steps in the workflow have been done, this show as a completed checklist:
It is recommended that all new users use this checklist as their first introduction to vega.
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