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Articles tagged "filters" returned 24 results.
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Add Widgets to a Home Page Dashboard
...Widget. Close modal You can now select the Data Source i.e. which list you want to create your widget from (see below) Add filters if required Select the type –...
Open Campaign
From the Campaign list you can see a list of all Campaigns in your Workspace. Close modal You can search for or use filters to locate your Campaign. You can...
General Navigation
Filters and Searching Options Folders and Tags Folders can be added to Campaigns, Emails and Landing Pages to organise and easily find items. Info You only have the option...
Viewing Data Sources
...can search for data sources by Name, Dates, Total Recipients and Item Type. On the left-hand side, you can use filters to narrow the list of Data Sources. Filter by...
Sales Reports
...using the Actions Icon. Close modal Reports can be edited and filters added as required. See Reporting for more information. Tip Tip: Reports can be exported to Excel, Word...
User Defined Reporting
...Fields, Filters & Sort options. Close modal When you Save your report, you will be given the option to Run, Export Data, Copy or Delete. Info Choosing Run will create...
Creating A Table
...of the items. Info Widgets are dynamic, if a change is made to the list, the charts will automatically refresh. If pinned to a Homepage the filters will be retained....
Creating A Count
...to Home Page Dashboards. Close modal Click on the 3 dots to pin to a Homepage Tip Tip: Widgets created from filtered lists will retain their filters when pinned to...
Create a ‘Cherry Picked’ source
...Source updates it based on your filters or added Accounts and Contacts. Info You can open your source to review any invalid recipients e.g. missing email addresses or contact preferences....
Using The Flows View
...the criteria of your view click to change using the Setup button. Tip Pin a filtered Flow view to a menu or homepage for quick access as filters will be...
