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Articles tagged "The Basics" returned 386 results.
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Elements
The Elements page shows all the elements that make up your Campaign (such as Emails, Landing Pages and Social Media posts) and allows you to add a new Element to...
Financial Entities
...To create a new Financial Entity use the New Icon. Close modal Info When creating a new Financial Entity, the External ID is a unique 3rd party code for integrations....
Open Campaign
...You can then click on the Campaign to view Campaign details. Info Visit General Navigation for information on how to use the Search, Folder and Tag options on this list....
Brand
When creating Campaigns, Emails or Landing pages you have the option to assign that element to a particular Brand. The Brand filter option will be displayed in the Filter options...
Home Page
...click on the icon required to quickly create new items. Close modal You can also click on the + icon to create new items Close modal You can also...
Legacy Touch Point Settings & Categories
Touch Point Settings and Touch Point Categories can be found in the Settings area. Legacy Touch Point Settings As an Administrator you can use this screen to configure the interval...
