The most recent content from our members.
Issue 1: Data Load Performance, Reported on 6/25 Users are not seeing any data in Catalyst. Symptoms: Every Segment is showing spinning wheel , then "Please add more filters, dataset is too large to query" is displayed on all segments Issue 2: Slowness issue, Reported at 7/8 (maybe related to use of new Customer Hub…
Hi I'd like to schedule data export of some segments/views without the need to do it manually every time, anyone knows how it can be done?
Difficulty level: Walk Time Investment: 30 minutes Get a pulse on how your team is investing their valuable time to ensure it’s aligned to the highest impact engagements that will result in driving revenue retention and growth from your customers. You have the ability to tailor this dashboard to be as broad or granular as…
Segments are at the heart of every layout and ensure teams are looking at and updating the right data points. Note that segments can be built and reused across multiple workflows! Templates seen in: Contact Management Workflow Related Support Articles: Segments Data Tab Overview Explore - Segment Creation Library - Segment…
Segments are at the heart of every layout and ensure teams are looking at and updating the right data points. Note that segments can be built and reused across multiple workflows! Templates seen in: Customer Escalation Workflow - include fields created and use these segments to build the right home and account layouts…
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