Need Integrated Online Services (IOS) Help? Start Here. [1]
Click on the name of the tab below that matches the category with which you require assistance. Then, click the + symbol next to the category that best describes your question to view available resources. Create an IOS ticket [3] for a response within 2-3 business days.
Getting Started
Program Overview
Training
- Standard Turnaround Times [4]
- Getting Access [6]
- Salesforce [11]
Data & Integrations
Reports
- Finding and Cloning Reports [17]
- Create your Own Salesforce Reports [18]
- Show Unique Counts in Salesforce Reports [19]
- Reports & Dashboards for Lightning Experience [20] (Salesforce Trailhead)
- Data Model and Tooling Overview [12]
Dashboards
- Understanding Salesforce Dashboards [21]
- Subscribe to & Favorite Dashboards [22]
- Add or Update Dashboard Filters [23]
- Reports & Dashboards for Lightning Experience [20] (Salesforce Trailhead)
Calling
Logging In
Campaigns
Texting
- Sending SMS Messages [29]
- SMS Notification Settings [29]
- Bulk SMS Sends [30]
Salesforce
- Create a New Contact [31]
- Identifying Duplicates [14]
- IOS Lead Attributions [13]
- Finding and Cloning Reports [17]
- Online Degree Inventory [32]
- Recording a Missed Appointment [33]
- Viewing All Missed Appointments [34]
- Reports & Dashboards for Lightning Experience [20] (Salesforce Trailhead)
Troubleshooting
Something Else...
If our documentation couldn't answer your question, please let us know by submitting a [3]help ticket [37].
Training
Marketing Cloud
- Request Access (including pre-access requirements) [38]
- Training (Create Emails, Send, and Advanced) [38]
Pardot
- Access Pardot [39]
- Glossary of Terms [40]
- Pardot: Edit Emails [41]
- Adding Images & Files [42]
- Add/Modify Subject Line [43]
- Change Sender & Reply Information [44]
- Pardot: Test Sends [45]
Accessibility
Add to Calendar
Email Content
- Email Creation [48] | 23 min. video
- Blocks in Content Builder Explained [49]
Email From Information
Folders
- Folder Structure [50]
Images
Login / Password Help
- Login [53]
- Change Password [53]
- Multi-Factor Authentication [54]
- Default Login Preference [55]
Mobile
- Design for Mobile [56]
Subject Lines and Preheaders
Templates
Text Blocks
Testing
- How do I send a test email? [59]
- Email Testing Checklists
- Download PDF [60]
- Electronic Version [61]
Troubleshooting
Something Else...
If our documentation couldn't answer your question, please let us know. Submit a help ticket [3] so we can assist you.
Collegis
Five9
Mogli
- Sending SMS Notifications [29] SMS Notification Settings [29] Bulk SMS Sends [65]