The Teams feature is designed to help you collaborate and share analytics with your colleagues. Whether you are a manager monitoring your team's performance or a team member who wants to share stats on your emails, this guide will walk you through the process.
- Accessing Desk Overview (for Managers)
- Creating a Team (for Team Members)
- Enabling Teams
- Viewing Team Stats
Accessing Desk Overview (for Managers)
As a manager, you can access the Desk Overview, a separate dashboard that showcases engagement stats from all emails sent by your team members in the past week. This dashboard automatically updates every Sunday night.
Creating a Team (for Team Members)
If you are a team member who wants to share analytics, you can create a team with different permission levels. We offer three options to choose from:
- Observer: view the stats of all contributors on the team.
- Contributor: share stats on all emails that you send.
- Contributor/Observer: share all your stats and view stats from all contributors in your team.
Enabling Teams
Are you ready to set up your Team? Contact our Support team by submitting a request here. They will assist you in getting set up and require a few details from you.
- Email address of each team member.
- Permission level to assign to each team member (observer, contributor, or observer/contributor).
- Consent from all team members to be added to the team.
You can also schedule a call here with our Product Specialists to learn more about this feature and how to maximize your analytics.
Viewing Team Stats
Once your team is created, you will automatically see their stats on your Insights Dashboard, Emails, Contacts, and Accounts insights page. This provides you with an all-in-one view of your team's performance and allows you to analyze and track progress.
Remember, the Teams feature is a game-changer for enhancing collaboration and gaining valuable insights for both managers and team members. Start leveraging its benefits today!