Category "Quick Guides"

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Partner Platform Reports Reference Guide

Ever wonder which report is best to help you get the information you are looking for? This reference guide summarizes the many reports within Partner by section, and also points out helpful tips to use when running your report.

Partner Platform 2020.1 Update

  This year you can look forward to more frequent Partner Platform updates.This page covers the first installment of enhancements included in the Partner Platform 2020.1 Update. Your agency will not have to take any action to receive this update […]

Marketing Automation Manager – Best Practices Guide

Improve your marketing with this summary of Best Practices for using the Marketing Automation Manager. Topics include: – Set Up – Common Campaigns & Programs – Best Practices for Campaign or Program Creation & Execution – Opt-in and Opt-out Considerations […]

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