Weston Packard
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Surveys Dashboard
The Surveys Dashboard provides insight into your Surveys' performance. Access the Surveys Dashboard by selecting "Surveys" in the Dashboards navigation bar: The Surveys Dashboard includes Category ...
Banned Keywords
Click Social allows you to define specific keywords and phrases that will be banned from being used in posts and replies across your account. This feature helps enforce your marketing and communica...
Channels
Once you set up an Advocacy Board, Click Social allows you to configure which channels will be available for Advocates to connect. By default, Advocates can connect up to four social profiles. If y...
Social Listening Dashboards and Reports
Each query under Social Listening is divided into five separate dashboards that allow you to analyze and measure different aspects of your query. Dashboard Description Export Format Overview T...
Icons Block
This article covers the Email Designer's icons block.The icons block allows you to add custom icons to your email templates.How To UseYou can find the icons block in the Content sidebar.When you dr...
Dashboard Features
Dashboard Features The buttons in the top right of the screen allow further control of the dashboard. Reset to the dashboard's default view - resets all Dashboard filters to the default values. Ca...
Visualize your data from Dynamics 365 and Power Apps
Microsoft pushed a new feature to Dynamics 365 and model-driven Power Apps during the second half of 2022. This new way to visualize data and gain insights allows users to view embedded Power BI re...
SMS Unsubscribes
Just like with emails, recipients can unsubscribe from receiving text messages sent from your organization. Goals Learn how customers can unsubscribe from SMS messages Learn how SMS unsubscribes a...
Activity Dashboard
The Activity Dashboard allows the Sale user to view their due and overdue activities at a quick glance. The dashboard also shows your completed activity by This Week, This Month and Last Month.
Build a Sequence
Sequences are the core of Sales Engagement. They allow you to automate much of your otherwise manual work in reaching your leads. Sequences are strings of different types of activities with time in...