Marqui Version 5.0 Technical Release Notes

Marqui 5.0
Technical Release Notes


Apr/07
–

1
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15

Marqui Version 5.0

Technical Release Notes

1

What's New in this Release

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........................

2

New User Level Names

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...............................

2

New User Interface

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......

3

Where Do I Find…

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...........................

3

Editor Enhancement
–

Apply CSS Styles

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................................
................................
.

4

Implementation

................................
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................................
.

5

Sample Code

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................................
...

5

New Password Rules

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..

6

Redesigned Subscriber, Forms and Fields Functionality

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......

6

Redesigned Forms & Fields Storage

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...............................

6

New Subscriber Record Features

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....

7

Standard Attributes

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.............

7

Custom Attri
butes

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................

8

Account Locked Function

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....

8

Email Unsubscribe Function

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8

U
nique ID Changed from Email Address to User ID

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...........................

8

Screen Example
–

New Subscriber Record

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................................
.......

9

Form Creation Process
–

Version 4.9.5
to 5.0

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................................
.................

9

Process Flow Diagram for 5.0 Forms, Fields and Subscriber Records

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.........

11

Subscriber and Form Approval Separated

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.............................

12

New Subscriber Import Wizard

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................

12

Host Site Security for Digital Assets

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.......

12

Google Analytics Integration

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...................

12

Integration with Salesforce Customer Relationship Management (CRM) System

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13

Integration with M
ondosoft Site Search

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................................
.

13

Integration with Google and Yahoo Sitemaps

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13

New Campaigns Module

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14

New Campaign Activity Analytics

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14

Hardware/Software Compatibility and Requirements

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14

Release Imp
lementation and Support

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.....

14

Release Date and Migration Plan

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..

14

Support

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15

FAQ

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15


Marqui 5.0
Technical Release Notes


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–

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15

What's New in this Release

Marqui Version 5
.0

introduces
many new
features and
improved

functionality
, including:





New User Level Names




New User Interface



Editor Enhancement
–

Apply CSS Styles




New Passwo
rd Rules



Redesigned Subscriber
,

Forms and Fields Functionality



New Subscriber Import Wizard



Host Site Security for Digital Assets



Google Analytics Integration



Integration with Salesforce Customer Relationship Management (CRM) System



Integration with Mondo
soft Site Search



Integration with Google and Yahoo Sitemaps



New Campaigns Module



New Campaign Activity Analytics



Cross Browser Compliance.

Each new feature is described below. If you have questions about the new features after reading this
document, pleas
e contact
Marqui
Customer Support

at 1.800.505.8544
.

New User Level Names

Marqui software was formerly known as Maestro CMS, and user levels were named in keeping with the
music theme: Writer, Composer, and Maestro. However, with the name change of the s
oftware (and
company) from Maestro to Marqui this naming convention no longer made sense.

User level names have been changed to more closely reflect the functions performed by users at each
level:

New User Level Name for 5.0

Former User Level Name

Writer

Writer

Editor

Composer

Publisher

Maestro

Admin

Admin

The balance of this document refers to user levels by their new names.


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Technical Release Notes


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New
User Interface

New colors, layout and icons have updated the look and feel of the tool while retaining the functionality
an
d organization to which users are accustomed.



Where Do I Find…

Some screen names and locations have been changed. The following table provides an overview of
these changes.

Old Name and Access Path

Description of Use

New

Name and Access Path

Console T
ab > Home

Landing page after login; access
for tasks and items pending
release

Dashboard Tab

Console Tab > Task Manager

View and respond to tasks

Dashboard Tab > “Tasks” hyperlink
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Technical Release Notes


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Old Name and Access Path

Description of Use

New

Name and Access Path

Console Tab > My Settings

Configure personal user settings

Settings Tab > My Settings

Help! Button

Links to online help

Moved to top
-
right corner of

screen

Content Library
Tab
> Directory

Display, organize and manage

Web page directory

Website Content Tab > Web
Pages

Content Library
Tab
> Menu
Builder

Organize and populate site
menus

Website Content Tab > Menu
Builder

Campaign Manager
Tab
>
Campaig
ns Calendar

Displays all campaign events
(now called “activities”) in
calendar format. Used to create
new activities.

Campaigns Tab > Activities > Click
“View as Calendar” hyperlink

Campaign Manager
Tab
>
Subscribers

Used to manage subscribers

Campaigns
> Subscribers

Digital Assets Tab > Files
Directory

Display, organize and upload
digital assets

Website Content > Digital Assets

Control Panel
Tab
> Users

View and manage system users

Settings Tab > Users

& Groups

Control Panel Tab > Settings

Configure g
lobal system settings

Settings Tab > Global Settings

Control Panel Tab > Publishing

Configure publishing settings

Settings Tab > Publish Settings

Control Panel Tab > Languages
& Formats

Configure language and
language template settings

Settings Tab > Lan
guages &
Formats

Control Panel Tab >
Personalize

Secure website folders

Website Content Tab > Secured
Folders

Control Panel Tab > Forms &
Fields

Create and manage forms and
fields

Website Content Tab > Forms &
Fields

Control Panel Tab > Style
Pages

Conf
igure and access style
pages and templates

Website Content Tab > Style
Manager



Editor Enhancement
–

Apply CSS Styles

Now users can apply CSS styles to content as they type. A new button
can be enabled
on the Editor
Toolbar

that
allows all levels of us
ers to select a CSS class from a drop
-
down list and apply it to selected
text.
This gives users the flexibility to apply
two or more

formatting styles to text
in a single content box
,
and offers

the convenience of seeing formatting changes applied instant
ly.



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Implement
ation

As with all Toolbar functions, this feature is enabled or disabled in a template by the site administrator.


T
he
Apply
Style

button is turned on

and

configured using
all three

of
the following

new attributes:



CLASS=“
IncludedCSS
”
:

This attribute and specifier must be added to the
LINK

tag that calls the
CSS file in your template. If your published page calls multiple CSS files, it can be inserted in one or
more of the
LINK

tags
.
Note:

To add the
Apply CSS
Style

option to the Ed
itor Toolbar, the CSS
definition file cannot be referenced via the @import command; CSS classes must be read directly in
the page or referenced via the
LINK

tag.



CSSSOURCES
:
The attribute
CSSSOURCES

must also be used

in conjunction with
ALLOWFORMA
T

in a
W
XGET

tag to enable the
Apply CSS
Style

option
.
When used without a
specifier

(e.g.
, CSSSOURCES=” “), the drop
-
down list is populated by every CSS declaration

available to the published page
. This
has the potential to return
a very long list, so there

are

two
filtering methods you can use
. Us
ing

the
CSSSOURCES

attribute with a CSS fi
le name, or list of file
names (e.g., CSSSOURCES=”fonts.css, settings.css”), p
opulate
s

the

drop
-
down list with every CSS
s
tyle in the specified file(s). Multiple file names m
ust be delimited with a comma (,).
Note
: The
Apply
CSS
Style

button is not automatically turned on when you use ALLOWFORMAT=”ALL”. The
CSSSOURCES attribute must be present to enable the functionality.



CSSCLASSES
:
This attribute must
also
be used in con
junction with CSSSOURCES to sp
ecify
the

list of CSS styles
displayed

in the

Apply Style

drop
-
down box.
If you want
to make
all classes in the
CSS file
available to users
, use the specifier
“A
ll”
. To display a subset of the available classes,

specify a li
st (e.g.,
CSSCLASSES=”codesample, footer, date, emphasis”
)
. Multiple
classes
must be
delimited with a comma (,).

Note:

T
he “all,
-
style1,
-
style2” syntax that is allowed with the
ALLOWFORMAT

attribute

cannot be applied to
CSSCLASSES
.

S
ample Code

The fol
lowing code in your template adds the
Apply Style

option

to an Editor Toolbar. There are two
steps required:

1.

Insert between the opening and closing

HEAD tag
s
:

<link rel="stylesheet" type="text/css" class="IncludedCSS"
HREF="/
your_location
/
your_
stylesheet.c
ss">

Where the HREF attribute contains the relative path to the CSS Style Sheet used for your account.

2.

Add the ALLOWFORMAT, CSSSOURCES and CSSCLASSES attributes to any WXGET tag for
which you want to enable an Editor Toolbar that includes the
Apply Styles

feature.

<wxget name="CONTENT_1" titl
e="Page Content:" maxlength="20
00
0"
allowformat="ALL" rows="35"
CSSSOURCES="yes" CSSCLASSES="ALL" ></wxget>


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The above code sample results in the
Apply Styles

drop
-
down list being populated by every CSS
class available t
o the published page. To filter the
results displayed in the drop
-
down list, follow the
implementation instructions provided
above
.


New Password Rules

Marqui administrators now have the ability to increase the complexity of user

passwords, thus increa
sing
the security of client data.

Administrators can
use new settings on the
Settings

| Global Settings

screen to
apply any or all of six
new rules to the creation of login passwords.


Rule

Configuration
Options

Default
Setting

Password Length

4
-

16 ch
aracters

5

Requires Letters

Yes / No

Yes

Requires Mixed Case (e.g. AbcDEf)

Yes / No

No

Requires numbers

Yes / No

No

Requires at least one capital letter

Yes / No

No

Requires punctuation

Yes / No

No

The default values above are set to the current sett
ings to ensure that all existing passwords remain valid
during system upgrade. If a system administrator changes the password requirements setting, a
forced
password reset takes place

automatically,

instructing users
at their next login
to
modify

their pa
sswords
to

meet the new requirements.

Redesigned Subscriber, Forms and Fields Functionality

The Subscriber module has been changed substantially to enable better tracking of subscriber
information and feedback, and to improve compatibility between subscri
ber databases in different
applications. Major changes in the Subscriber module include:



Redesigned forms and fields data storage.



Introduction of standard and custom attributes.



Replacement of the User ID instead of the
email

address as the unique identif
ier for subscriber
records.



Ability to store all completed forms from a single subscriber as a single entity in his or her subscriber
record



Ability to specify which fields in a form are linked to subscriber attributes so that content in a
subscriber’s rec
ord is automatically updated when a form is submitted.

Redesigned Forms & Fields Storage

The storage of forms, fields and responses has been completely redesigned and improved. The most
important difference is that in previous releases, fields were create
d as distinct entities and then linked to
forms as required. The result was that a site subscriber would reply to a form as a whole, but the
response to each question was stored as a separate piece of information in his or her subscriber record.
Also, if

a subscriber responded to
two
form
s

and the same field was used in each form, only the most

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recent response
to the field
was kept. This meant it was not possible to review a subscriber’s response in
context of the form as a whole, nor could you track or
compare responses over time.

In Version 5.0,
forms
are

now stored as a
complete, single

entity.

Fields in a form can be linked to
attributes

in the subscriber record, so that when appropriate, a subscriber’s response to a

form

field can
automatically o
verwrite the contents of the linked
attribute

in the subscriber’s record. This means that
e
very time a subscriber completes a form:



The responses are recorded in the subscriber record as a single data set, and



The responses to

linked

fields automatically

update the appropriate fields in the subscriber record.

This
allows

you to track multiple responses by a subscriber to the same form (or multiple forms) and
compare responses in a single report. Responses from multiple subscribers can be compared by
exp
orting the information.

Fields are now created for each form and stored as part of the form. When a field is created, it can be
designated as a ‘Reusable’ field, which means it populates a list of reusable fields that can be copied for
reuse into other
forms.

All attribute fields in a subscriber record store one set of data per field, which means that every time a
form field is linked to an attribute, the content provided by the subscriber automatically overwrites the
existing data.

Subscriber record
s
now
contain a section called “Subscriber Form Responses”, where each form
completed by an individual subscriber is stored as a complete entity. Multiple forms are kept, as well as
multiple instances of the same form.

New Subscriber Record Features

Subsc
riber records are now created by default with a set of standard data fields called attributes. These
are used for subscriber identification, maintaining contact and basic demographics. A standard set of
attributes allows for more efficient organization a
nd tracking of subscriber data, plus improved integration
with third party systems. Additional custom fields can be added as required by Publisher and Admin
users.

Stan
d
ard Attributes

The following table list
s

the
2
3

standard attributes
now included
in Su
bscriber Record
s
.


5.0 Standard Attribute Name

Field Existed

by Default
in 4.9.5

Field Completion
Mandatory
by Default
in 5.0

Active

N

N

User ID

Y

Y

Password

Y

N

First Name

N

N

Middle Name

N

N

Last Name

N

N

Sex

N

N

Company

N

N

Title

N

N

Phone Number

N

N

Cell Phone

N

N


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Email

Address

Y

N

Email

Format

Y

N

Street

N

N

State/Province

N

N

City

N

N

Country

N

N

ZIP/Postal Code

N

N

Account Locked

N

N

Date Created

Y

Updated by System

Last Updated

N

Updated by System

Last Time Logged

In

N

Updated by System

Do Not
Email

N

N


Some or all of this information may already be collected in
4.9.5

account
s
, but the field names may not
match the 5.0 standard attribute names

exactly. Existing information can be transferred into the standard
f
ields, or custom fields can be created to accommodate account migration.
F
or more information

on
account migration, contact Marqui Customer Support
.

As shown in the above table, t
he
only attribute in a subscriber record that must be completed by
default
i
s
the User ID.
This has been done for migration purposes, but the
se

default settings can be changed by
Publisher and Admin users as desired.

Custom Attributes

Many customers gather additional information about site visitors through permission
-
based market
ing
activities. Custom attributes can easily be added to subscriber records. These custom attributes act
exactly the same as the standard attributes in that they can be linked to a form field and automatically
updated by content entered in the field by t
he subscriber.

Account Locked

Function

A new
Account Locked

check box is automatically turned on at the fourth unsuccessful login attempt of
a subscriber. The subscriber is not deleted from any groups and will continue to receive
email

notifications for
new campaign events, but he or she is not able to log in again until the account is
unlocked by a subscriber administrator.

Email

Unsubscribe Function

A new
Do Not
Email

check box

is available as a standard attribute

that, when turned on,
disables receipt
of
email

notifications for that subscriber
.
This
attribute

allows
users

to add an “unsubscribe” feature to
forms.
When
the check box is turned on, the subscriber

record is kept in the database but flagged as
unavailable to receive
email
.
The subscriber
is still able to log in, but no longer receives
email

notifications for new campaign events. Since this field

is an on/off check

box, users can easily create a
field to allow re
-
subscription, if desired.

Unique ID Changed from
Email

Address to User ID

Pre
viously, the
email

address field was the mandatory field used to differentiate one subscriber from
another. In
5.0
, however, the
User ID
field
is mandatory

and becomes the
unique identifier
, enabling

users to
update

or change their
email

address without h
aving to create a new subscriber record.


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Screen
Example
–

New Subscriber Record





Form

Creation Process
–

Version 4.9.5 to 5.0


The two diagrams in the following sections provide a more technical overview for Admin users on how the
redesigned modules no
w function. Refer to the online user guide for step
-
by
-
step instructions for on how
to perform the new tasks related to Subscribers, Forms and Fields.

The diagram
below illustrates

how the

form creation process, and the

relationship between

forms, fields

and subscriber records
,

has ch
anged from Marqui Version 4.9.5

to 5.0.



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Form 1

Field A

Field B

Field C


Form 2

Field D

Field E

Field C


Form 3

Field H

Field F

Field C


Form Creation
-

4.9.5

Form Creation
-

5.0

Form 1

Field A

Field B

Field C


Form 2

Field A

Field B

Field C


Form 3

Field A

Field B

Field C



Subscriber
Attributes

First

Name

Last Name

Address

City

Email Address

User ID


Form
Responses

Form 1

Answers

Form 3

Answers


Subscriber

Record
-

Bob

Step 1

Create
f
ields.
Each field is listed
in every
subscriber record.

Step 2

Use different combinations
of fields to create forms.

Each time a form field is
completed, the previous
entry is overwritten.

Step 1

Create
form and
add fields
.

Step 2

Map fields to stan
dard
or custom subscriber
attributes as desired.

Example Scenario
–

4.9.5



Subscriber “Bob” completes Form 1 and the
answers are stored in his subscriber record.
He then completes Forms 2 and 3.



The responses from each form overwrite any
existing conten
t in his subscriber record. In
the example above, Field C would have been
overwritten three times.



By the time he’s done, we don’t know which
forms Bob has completed, nor do we have any
history or context of responses to know if and
how his answers have c
hanged over time.

Example Scenario
–

5.0



Subscriber “
Bob
”

completes Form 1 and the
answers are stored as a fo
rm set in his
subscriber record. Since
Field A has been linked
to
the “Email Address” subscriber attribute
, his
response is

also

recorded there.




Bob completes Form 3, but
in this case,
Field C is
linked to the
“Email Address” attribute.

The
answers are again stored as a form set
and his
response to Field C
o
verwrites his previous
response.


F
ield A

Field B

Field C

Field D

Field E

Field F

Field G

Field H



Subscriber

Record
-

Bob


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Process Flow Diagram for 5.0 Forms, Fields and Subscriber Records

The following flow chart shows the interrelated dependencies
in the process of creating
and maintaining
forms, fields and subscriber records.

Create custom
attributes
Create form
Create reusable
fields
Add form to Web
page and publish
Subscriber
completes and
submits form
Form response
available in
subscriber record
for viewing
Subscriber record
updated
:
-

attributes
updated from
linked form fields
-

completed form
attached as a
whole to
subscriber record
All subscriber
records
automatically
populated by
standard set of
attributes
Form approved
and released
Yes
Response
discarded
No
Create new
form from
scratch
Set General
Properties
Add reusable
fields and
sections to
form
Create new
fields and
sections as
necessary
Use existing
form with no
changes
Assign button
actions
Assign
redirect links
Configure
notifications
Copy existing
form to create a
new form
Give the form a
new name and
modify as required
Link fields to
subscriber
attributes
–
if
desired
Save and
store new
form
Save and
store new
form
Form Use
Process
Form Use
Process
Subscriber
Records
Subscriber
Records
Form Creation Process
:
3
Methods
Form Creation Process
:
3
Methods


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Subscriber and Form Approval Separated

In previous versions of Marqui, Subscribers and Forms were linked. If your
Global Settings

were
configured to auto
-
approve Subscribe
rs, new Subscribers would be automatically approved and you
wouldn’t know if any online forms had been completed. If you didn’t auto
-
approve subscribers, new
subscribers would have to sign up for subscription and then be approved and released before they
could
submit forms. They couldn’t sign up and complete a form in the same session.

Now that Subscribers and Forms have been separated, you can turn on auto
-
approval of Subscribers and
leave auto
-
approval of Forms turned off. This enables a new subscriber

to sign up and complete forms in
a single session, while allowing you to approve and release all the form responses.


New Subscriber Import Wizard

The new Subscriber Import feature enables you to upload large numbers of contacts to your subscriber
data
base from an Excel spreadsheet.
You can view the results of each upload job in a log file. Log files
also contain detailed exception reports, where applicable.

The easy
-
to
-
use import wizard walks you through the following four steps:



Select and upload t
he source file



Map source columns to the destination fields in your subscriber database



Validate the data and produce an exception report, if necessary



Import the data.

Host Site Security for Digital Assets

Previous versions of Marqui have offered the abil
ity to secure Web pages on your site so that they can
only be viewed by authorized subscribers. With this release, you can now
secure digital asset folders
as
well
.
This means that a digital asset remains secure, even if a site visitor tries to access it

by a direct link
instead of navigating through the site menu.

Google Analytics Integration

If you are presently using, or wish to begin using Google Analytics to track your Web site traffic, you can
add tracking code to your pages and access the Analytics

site directly from your Marqui account.

Google Analytics automatically tracks activity on your Web pages. However, you may wish to track
access to your digital assets as well. Google Analytics uses Javascript to perform tracking, so binary
files need

special consideration. It doesn't make sense to track all of the binary files on your site (e.g.
logo.gif), so tracking can be added as desired to individual digital assets.

Publisher and Administrator users can enable or disable Google Analytics from
a new screen under the
Settings Tab. A new tab, Analytics, provides a quick link directly to the login page for your Google
Analytics account.


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Integration with Salesforce Customer Relationship
Management (CRM) System

Administrator users can now enable CR
M (Customer Relationship Management) integration on an
account so that leads and contacts can be imported from the Salesforce CRM system and used in
campaign activities. Conversely, subscriber records can be exported to a Salesforce database.

Once the CRM

account connection has been enabled, any user with Subscriber Administrator privileges
can use the new CRM Bridge screen under the Campaigns Tab to import and export data. Imported
contacts can be automatically added to new or existing user groups
.

Subsc
riber Administrators create and run import and export rules to transfer subscriber data. Rules can
be run manually, or set up on an automatic run schedule.

Email notifications can be sent
to specified recipients
whenever a rule is run, or just when an err
or occurs.

Integration with Mondosoft Site Search

Site Search is a new optional feature that enables website visitors to easily find site content. It also
provides analytics so the marketer in charge of the site can see what visitors are searching for a
nd
whether the searches are working.

Site Search functionality is provided by Mondosoft Search Solutions, BehaviourTracking and
InformationManager, so users must also have accounts on those sites. The Site Search screen under
the Settings tab provides a

direct link to these three third party sites so that settings can be configured
and results viewed from within Marqui:



Configure site search settings
: Opens a new browser window and redirects the user to the
Mondosoft administration page.



Configure searc
h results page banner
: If the account is enabled to have the Site Search and
Search Banner features, this link redirects the user to the InformationManager administration page.



View search analytics
: This link is shown if the account is enabled to have
Site Search and Search
Analytics. When clicked, this link opens a new window and redirects the user to the
BehaviorTracking administration page.

Integration with Google and Yahoo Sitemaps

Sitemaps serve a dual purpose for a website. A sitemap published
as a Web page provides an alternate
way for visitors to find information

on a site
. This kind of sitemap is usually created by a Web designer so
that it's integrated into site navigation and matches the look and feel of your site.

A search engine sitema
p is a hidden file that makes it easy for search engines to reach every page on
your site. Better access for search engines results in increased odds of ranking success.

Marqui 5.0
generates a sitemap that integrates with leading search engine provider
services such as
Google Sitemaps and Yahoo Site Explorer. There are two
new
screens
for configuring

your search
engine sitemap:



The Sitemap Editor screen, available to Publisher and Admin users, lets you select the folders and
files to be displayed in you
r sitemap.



The Sitemap Manager screen, available to Admin users only, is used to enter specific information
required by different search engines.


Marqui 5.0
Technical Release Notes


Apr/07
–

14
/
15

New Campaigns Module

The redesigned Campaign module enables you to launch Web content and email marketing acti
vities,
and track the conversion of prospects (subscribers who receive an email) to sales leads.

One of the most exciting new features is Goal Tracking.
When initiating an email activity, you can specify
one or more links pointing to a Web page where subs
criber actions are tracked, including arrival at a goal
page. For Web content activities, you can specify a jump page that acts as the entry point for a series of
screens directing the subscriber to a goal page. When subscribers reach a defined goal page,
they are
converted from subscriber prospects to sales leads.

Every marketing campaign activity incurs costs. This new feature helps you calculate an accurate return
on investment (ROI) by allowing you to factor items into your costs such as time spent crea
ting the email,
market investigation, and creation and/or collection of subscriber lists.

New Campaign Activity Analytics

Every email activity generates statistical information that enables you to determine subscriber response to
marketing efforts. If your

host site is running Microsoft .NET, these statistics are now captured by the
system and displayed under the Campaigns tab on the Activity Analytics page.

A
vailable statistics include:



Bounced Emails

–

Hard and Soft
: Number of emails kicked back due to f
ull mailboxes, invalid
addresses, etc.



Clickthroughs: Number of confirmed recipients that clicked on a link embedded in the email.



Conversion
s
–

Successful and Incomplete:

Number of
site visitor
s

who reached a goal page
.



Failed to Send
: N
umber of email
s
in the activity that never left the server.



Read

Emails: Number of HTML or m
ulti
-
part emails
confirm as opened by the recipient
.



Sent

Emails:
T
otal number of subscribers to which
an activity

email was sent
, and formats in which
they were sent
.

Hard
ware/Software Compatibility and Requirements

Cross Browser Compliance: The Marqui application is now supported on Internet Explorer 6.0 or higher
and Mozilla Firefox 2.0 or higher. Previously, Marqui was only supported for use on a Windows PC, but
with t
his added functionality Mac users are now supported as well.
No changes in this release.

Release Implementation and Support

Release Date

and Migration Plan

The
official
release date for Marqui version
5.0

is
April 30, 2007, but d
ue to t
he significant enhanc
ements

and increased functionality introduced in
this release
, a phased migration has been planned for existing
customers. When the 5.0 system is launched, it will run in parallel with the current 4.9.5 system until all
customers have
been
successfully

mi
grated
.

Marqui Customer Support will contact each customer to set up a migration plan that meets individual
customer

needs.


Marqui 5.0
Technical Release Notes


Apr/07
–

15
/
15

Support

All of the new features and functionality for Writer,
Editor

and
Publisher

users in this release

are

documented in the Marqu
i User Guide.


New functionality for Admin users is

documented in

the
Marqui
Partner
Portal.


If you need further information or have difficulty finding answer
s

to specific questions,
please contact
Marqui C
ustomer Support
.

FAQ

If this is a phased migration, how will I know when it’s time to migrate my account?

You will be contacted well in advance by Marqui Customer Support.



Do I have to migrate to Marqui 5.0?

Yes, eventually. The Marqui 5.0 and 4.9.5 s
ystems will run in parallel while customers are being
migrated, but once all customers are successfully migrated, the 4.9.5 system will be turned off.



Are there any costs or time commitments involved?

The time commitment will vary from custome
r to custo
mer, depending on the complexity of the customer’s
current subscriber and forms configurations.



Why did you redesign the user interface?

The functionality of the Marqui system has grown and developed over time, and new elements have been
integrated into

a user interface that was designed years ago for a less sophisticated system. We wanted
to increase the usability of several aspects of the user interface and give it an overall more contemporary
look and feel. We think the new interface is user
-
friendl
y
, contemporary looking and clean
. Let us know
how you like it!



Will users need to be trained on how to use the new interface or any of the new features?

One of ou
r mandates for the interface re
design was

to keep the organization and layout of functiona
l
elements as close to the previous release as possible. The
new features are intuitive and easy
-
to
-
use
,
but Customer Support is preparing training videos that will help orient existing user to the change
.

If you
can’t find answers to your questions in t
he online User Guide, don’t hesitate to contact Customer Support.



Will you be updating the user guide?

Yes. When your account has been m
igrated, you will notice a new “
Online Help
”

link in the top right
corner of the Marqui screen. Click this link to
display the new
User Guide.



Where should partners go for more information?

Partners should contact Patr
ick Jones in Partner Support.



Is it possible to be a beta tester for future Marqui product releases?

Absolutely. Contact
Marqui Customer Support.



Who do I contact if I have additional questions?

Please contact your sales representative or Marqui Customer Support.