Perfect for new or beginning users, this session will provide a basic overview of iDSS. Learn how to maximize the value of the platform through best practices and personalization.

1. iDSS OVERVIEW
TOURISM ACADEMY 2019

2. PRESENTER INFO:
Chris Mateer
iDSS Client Success Agent

3. iDSS HOME
● User Identity
● iDSS Support
● iDSS Hub
● User Settings
● iDSS Calendar
● Quick Add
● Global Search
● Dashboard

4. iDSS HOME
The iDSS implementation team will
create usernames and passwords
for all users within the organization
initially. For new staff members,
admins have the ability to add and
remove users and permissions.
User Identity

5. iDSS HOME
iDSS Support is available Monday
through Friday 8AM - 8PM EST.
Evening and weekend support is
available for emergencies.
Unlimited Support is available to all
users and partners at no additional
cost.
iDSS Support

6. iDSS HOME
Within the hub, each user has
access to Full Training Videos,
Monthly Webinar sign ups, User
guides, how to, and best practice
articles.
iDSS Hub

7. iDSS HOME
Click the settings wheel to edit
your password, manage 3rd party
logins, manage your email
signature, manage home page
tasks and leads settings, and set
yearly Employee Goals.
User Settings

8. iDSS HOME
Tasks, Leads, Services Events,
Registration (within Services),
Welcome Center (within Services),
Itineraries, Local Events and
Holidays all in one calendar. Each
item has its own color and is
clickable to bring you right to that
account, task, event, etc.
iDSS Calendar

9. iDSS HOME
You can hover over the + sign to
quickly add an account or contact
Quick Add

10. iDSS HOME
The global search feature can be
used to Search for Accounts,
Contacts, Affiliate Contacts, Leads
and Details in the System.
Global Search

11. iDSS HOME
Your iDSS Home Page Dashboard
has the ability to display: Widgets,
Goals, Open Tasks, Open Leads,
Services Events, and Partner
Messages depending on each
user’s unique needs. Users have
the ability to customize their
dashboard view.
Dashboard

12. iDSS NAVIGATION
● Accounts
● Contacts
● Inquiries
● Leads
● Queries and Reports
● Mail

13. ACCOUNTS
An Account is created for each business you work
with including meeting groups, partners, or any
other business and holds all contacts, leads and all
information related to account.
CONTACTS
A person that is a representative for an account
INQUIRIES
Inquiries are a way for you to store information
within iDSS without creating an actual account or
contact record. Inquiries are usually an individual
that requests a visitor guides or other printed
information or people visiting your Visitor Center
or a caller requesting information.
LEADS
Lead created and sent to partners for hotel
rooms, meeting spaces or services
QUERIES & REPORTS
Users can use pre-built queries to find and
export data using this tool and save the Query
so it can be ran again in the future. Making a
Query Public will allow other users in the
Organization to be able to access the Query.
MAIL
iDSS Email tool for sending
email campaigns

14. iDSS ACCOUNTS
Create an account by:
1. Quick Add ( + ) > Account
2. Accounts > Account Create
ACCOUNT CREATE

15. iDSS ACCOUNTS
1. Complete the fields within the
Account Creation view.
ACCOUNT CREATE
ACCOUNT TYPES
High level groupings
assigned to each
account such as
Partners, Meeting
Groups, PR/Media,
Sporting Groups
CONTACT ADD
ADDRESS
This will update the
contact with the same
address as the account.

16. iDSS ACCOUNTS
1. Account
2. Contacts
3. Activity
4. Partnership
5. Details
6. Accounting
7. Leads
ACCOUNT LAYOUT
QUICK RECORD
SUMMARY
Fields within this QRS are
customizable and can be
configured within the
admin section. 8. Local Events
9. Connect
10. Files
11. Media
12. Items

17. iDSS CONTACTS
Create an account by:
1. Quick Add ( + ) > Contact
2. Contacts > Contact Create
CONTACT CREATE

18. iDSS CONTACTS
1. Complete the fields within the
Contact Creation view.
2. Search for an Account to
connect the contact to.
CONTACT CREATE

19. iDSS CONTACTS
1. Contact
2. Activity
3. Details
4. Distribution Lists
5. Items
6. Login
7. Personal Information
8. Connect
9. Files
CONTACT LAYOUT

20. iDSS QUERIES AND REPORTS
REPORTS
Each report is grouped by subject
(General, Sales, Services, Inquiries,
Membership, Accounting, Media). Click
on the name of the report and a
separate window will appear showing
you the different parameters you can
choose from before printing this report.
SCHEDULED REPORTS
You can schedule any report to be
automatically emailed to you daily,
weekly or monthly by clicking on the
Schedule Report button.
NEW QUERY
You can use the Query tool to find
specific data, export the results to make
your own reports, or use it to keep your
data clean. You can also use the query
tool for assigning large groups of people
to distribution lists or add tasks to large
groups of accounts or contacts.
SAVED QUERIES
Each query that you create can be
saved for future use and accessed here.

21. iDSS MAIL
DISTRIBUTION LISTS
Distribution Lists are used for
distributing materials, such as emails,
flyers, notices, holiday cards, etc. to
Contacts within an Account or Inquiries
within an Inquiry Record.
EMAIL CAMPAIGNS
Email Campaign Editor is an application
that offers easy to build, beautifully
designed and responsive emails, with
Excellent deliverability, analytics and
integration with iDSS Cyclone CRM
platform.
SENT EMAIL LOG
View a history of sent emails through
iDSS.

22. QUESTIONS?
TOURISM ACADEMY 2019 - iDSS OVERVIEW