Marketing Dashboard Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Dec 2024 14:43:05 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Marketing Dashboard Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Scheduled and Sent Automation (Pipeline, Workflow, SCD)-Marketing Dashboard Widget https://www.insuredmine.com/knowledge-base/scheduled-and-sent-automation-pipeline-workflow-scd-marketing-dashboard-widget/ Wed, 19 Jan 2022 09:13:24 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=18437 Under the marketing dashboard, you will find reports for sent and scheduled campaigns. You can filter the data for campaigns scheduled via SCD, Pipeline Automation, and Workflow Automation. You can also sort the data based on today, weekly, or monthly.   To view the enhancement:   Navigate to dashboard Select Marketing dashboard There will be […]

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Under the marketing dashboard, you will find reports for sent and scheduled campaigns. You can filter the data for campaigns scheduled via SCD, Pipeline Automation, and Workflow Automation. You can also sort the data based on today, weekly, or monthly.

 

To view the enhancement:

 

  • Navigate to dashboard

  • Select Marketing dashboard

  • There will be two separate lists for sent campaigns and scheduled campaigns.

 

 

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]]> Multiple Dashboard Feature https://www.insuredmine.com/knowledge-base/multiple-dashboard-feature/ Thu, 02 Sep 2021 20:13:08 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=16735 You can separate your widgets by Dashboard based on four different categories- AMS, Pipeline, Activity, and Marketing and can also set a default dashboard. /*! elementor – v3.23.0 – 10-07-2024 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Click on the drop-down to select the desired dashboard category. Once you select the dashboard category, click on widget […]

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You can separate your widgets by Dashboard based on four different categories- AMS, Pipeline, Activity, and Marketing and can also set a default dashboard.

  • Click on the drop-down to select the desired dashboard category.

  • Once you select the dashboard category, click on widget settings to make the selection of the widgets.

AMS Dashboard

  • Widgets available under AMS Dashboard:

Pipeline Dashboard

Activity Dashboard

  • Widgets available under Activity Dashboard:

Marketing Dashboard

  • Widgets available under Marketing Dashboard.
  • You can separate your widgets by Dashboard based on four different categories-AMS, Pipeline, Activity and Marketing and can also set a default dashboard.
  •  Click on the drop-down to select the desired dashboard category.
  • Once you select the dashboard category, click on widget settings to make the selection of the widgets.

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