Frequently Asked Questions about AMPED can be found here.
I cannot login, how do I reset my Password?
If you have forgotten your password or wish to change it, use the “Forgot Password?” link located on the AMPED login page. An email will be sent to the address associated with the username entered. Use the link in the email to reset your password.
How do I import records?
Importing permissions must be turned on by your site administrator. Please contact your site administrator if you do not have this function available.
This import guide will show you the steps to take to import records if you are a site administrator or have been extended import privileges.
What are the required fields for an import?
Required or mandatory fields are set by your site administrator and are marked with an asterisk (*) visible in the Edit View of records.
Below are the templates for the standard fields. Please note, these do not include any custom fields.
How do I create a filter?
Filters can be created on most AMPED modules including Leads, Contacts, Accounts, Opportunities, Calendar, and Campaigns. To add a new filter, click the filter button displaying your current filter, then find “Add New” at the bottom of your filter list.
Follow along with this support video to create a new filter.
How do I add an email template?
Only users with administrative access can add email templates to your site. To have a template loaded, email your site administrator the template and provide them with a name for the template and a subject line.
If you are a site administrator, adding a template to your site can be done through the ‘E-Mail Templates’ section of the Admin Settings. View the AMPED Administrative Guide for further instruction on loading a template.
To apply a template to your email, select “Add Template” in the email compose window. Start typing out the name of the template to locate the template in the search list. Then select the desired template.
Templates can only be added to Mass Emails.
How do I create a Campaign and run a mass email through it?
Creating a campaign is similar to creating a record. Simply access the Campaigns module and click ‘Add New’ at the top or bottom of the list. If you are unsure of how to create a record, please refer to the video tutorial on Creating a Record. Once the Campaign has been created, you can start to add various metrics and add Leads or Contacts that you are marketing to. To add Leads and/or Contacts to the campaign, locate the Lead or Contact section and select ‘Load List’ in the desired section. Then select your filter to load the records. If there are a high number of records, give the system a few minutes to load.
If you do not have a filter created, please view the video on Creating Filters. Individual Leads and Contacts can also be selected by choosing the ‘Find Existing’ button in the appropriate Lead or Contact section. To create Leads or Contacts on the fly to add to a campaign, select the 'Add New' button in the desired Lead or Contact section.
To send the mass email to the entire filter, click ‘Select Action’ and choose ‘Send Email’. If you wish to send the email to a selection or page of records from the list, do so by checking the left-most box next to the page or individual records. View these short videos for more instruction on creating Campaigns.
How can I see my Activities for the current week?
To see your Activities for the current week, you must create a filter on your Calendar module. For help creating a filter, view this video on Creating Filters.
For this specific filter, you will need to scroll to the ‘Standard Filters’ section of the filter edit mode. Select ‘Calendar – Start Date’ and ‘Current Week’ as your column and duration, respectively. The filter is dynamic and will update weekly.
Note* if you are seeing other users Activities in your list, it means you are above them in the Role Hierarchy constructed by your site administrator. To remove those Activities from your list, edit your filter and scroll down to the Advanced Filters section. Once there, you should select these filter criteria: “Owner – Equals – ‘Your AMPED user account email address’”. *Note: When selecting Owner' as a filtering criteria, the user must type the value as the username and not First Name Last Name to be filtered upon. The reason for this is that First Name Last Name, is not always unique (ex. each company may have several John Smiths), but username is always unique.
Am I able to change ownership of records? If yes, how do I?
Change Ownership permissions must be granted by the site administrator. If the 'Change Owner' button is not readily available to the user in the ‘Select Actions’ dropdown on any sales module, please contact your site administrator to have them extend Change Ownership permissions.
If you are a Site Administrator or have Change Ownership permissions, watch this short video to see how to Change Ownership.
Can I add a signature to the emails I send out of amped?
Users can add a signature to their outgoing emails in AMPED by accessing their User Preferences.
From the User Preferences window, scroll down to the ‘User Signature’ section and select ‘Create/Edit a Signature.
Why do I see someone else’s records in my list view?
If you are seeing other users’ records in your list view, it could be one of two reasons:
- Sharing permissions have been setup by your site administrator to allow either read only or read/write access on these records. If that is the case, you would see other users’ records for a given module. Check with your site administrator to see if they have created and sharing rules. If you are a site administrator, follow the AMPED Administrative Guide for more instruction on Sharing Permissions.
- You are in a management level and are above these users in the role hierarchy setup by your site administrator, you will see all records of users below you in the hierarchy. Check with your site administrator to see if where you lie in the role hierarchy. If you are a site administrator, follow the AMPED Administrative Guide for more instruction on the Role Hierarchy.
To see only your records in a list view, you can create a filter to do so. If you need help creating a filter, watch this short video on how to Create a Filter.
Why are my records missing?
Unless you have deleted your records, they still exist in AMPED. Below are some reasons as to why you may not be seeing your records.
- It is possible a user with higher permissions than you could have reassigned your records to a different user. Check with your site administrator to see if any of your records have been reassigned.
- Check your current filter; you may be in a filter that will not display all of your records. Each module has an ‘All’ filter where you will be able to see all of your records for a given module.
- If it is a Lead record you are looking for, check to see if you converted the Lead. If you did, the Lead would have been converted into a new Contact, Account and Opportunity.
- Try running a Global Search for the record you are looking for, this will search across Leads, Contacts, Accounts, Opportunities and Emails.
Is there a preferred browser for AMPED?
AMPED works best with Google Chrome and Mozilla Firefox. Make sure your browser settings are up-to-date. If you experience any irregularities from normal use, try clearing the Cache and Cookies in your browser. Here are some documents to help with clearing the cache, How to Clear Cache.
Are there any limitations to the amount of mass emails I can send in one day?
AMPED allows you to configure your outgoing email server to send directly out of the application. AMPED does not place any restrictions on how many emails you can send per day. You will need to check with your email service provider about any daily limitations.
When sending mass emails, AMPED recommends you limit your batches to 5,000 recipients and spread batches by 30 minutes.
How can I contact AMPED support?
AMPED support can be reached via email at ampedsupport@vantage.com.
Our support staff can also be reached via phone from 9:00am-5:30pm EST Monday-Friday at 267-756-1180.
Why are my emails being detected as spam?
Below are some of the reasons why your emails are being detected as spam:
- The recipient of your emails could have strong spam filters set in their inbox.
- The content of the email may be flagged as suspicious due to the title of the email. Too many links in the message could cause the email to be flagged as spam as well.
- AMPED allows the ability to see if a recipient has opened their email that was sent through AMPED. This is done by embedding small tracking pixels in the mass emails sent through AMPED. Though this is an extremely rare occurrence, this could cause an email to be marked as spam.
- A number of spam filters, for Gmail/Google Apps and Yahoo in particular, use content filtering to identify potential spam messages. Google's Bulk Email Guide offers some help on how to structure your emails to minimize the chance of them being flagged.
- Emails can be marked as spam or senders added to blacklists if too many emails are sent to a domain at once. To avoid this, we suggest sorting your lists by First Name or Last Name or another unique and randomized attribute when sending an email blast to introduce variation into the order of recipients.
Why can’t I edit or delete a record?
The site administrator has the ability to extend edit and delete permissions through the ‘Profiles’ section of the Admin Settings. If these permissions are not extended for a given module, users will not be able to edit or delete records. If you are a standard user, contact your site administrator to let them know you cannot edit or delete your records. If you are a site administrator, view the AMPED Administrative Guide for further instruction of Profile permissions.
Additionally, the record may have ‘View’ permissions extended through the sharing rules admin setting, but not ‘edit.’ This will allow you to view other users’ records, but not edit or delete the records. If you are a standard user, contact your site administrator to see if any sharing rules have been implemented. If you are a site administrator, view the AMPED Administrative Guide for further instruction of Sharing permissions.