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Yuval Vardi

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Activity overview

Latest activity by Yuval Vardi
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    Yuval Vardi created an article,

    Designating inviters

    In the Federated Model, one board is shared by multiple sellers from the same team. However, each team member invites only their own prospects to the board, and only receives notifications from the...

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    Yuval Vardi created an article,

    Sharing content items

    In addition to sharing boards, you can also share individual content items. In this method, you give prospects a link to the item itself. This is useful when you only need to share a single asset. ...

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    Yuval Vardi created an article,

    Managing alerts for internal viewers

    Under Contacts / Alerts (see above), there’s a feature called Do Not Alert on Internal viewers (from your company). When this feature is turned on, you will not receive any alerts about actions per...

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    Yuval Vardi created an article,

    Managing notifications: who gets what

    By default, Inviters receive all notifications for a board, including in-app alerts and emails. You can also adjust your settings so that other team members (specifically, Editors) get these notifi...

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    Yuval Vardi created an article,

    Folloze Notifications

    Within Folloze, notification alerts appear as a red dot by the  notification (bell) icon. Clicking the bell icon opens a feed showing your latest notifications. See all recent visitor activity, or...

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    Yuval Vardi created an article,

    Sending a Drip Campaign to a contact from Salesforce

    The Folloze plugin for Salesforce lets you quickly share Folloze boards and content plays (Drip Campaign) with your Salesforce leads or contacts. Just install the plugin first, and you’re ready to ...

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    Yuval Vardi created an article,

    Sending a Drip Campaign to a lead from Salesforce

    The Folloze plugin for Salesforce lets you quickly share Folloze boards and content plays (Drip Campaign) with your Salesforce leads or contacts. Just install the plugin first, and you’re ready to ...

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    Yuval Vardi created an article,

    Folloze notifications in Salesforce

    After you share a Folloze board/content play from Salesforce, be on the lookout for engagement notifications from leads and contacts who are interacting with your content. Within Salesforce, click ...

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    Yuval Vardi created an article,

    Sending a Folloze board to a list of leads from Salesforce

    To share a Folloze board with a list of Salesforce leads: 1. Open your Salesforce home page. Click the Leads tab. 2. Pick the list of leads you want to contact. 3. From the list, check the box of ...

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    Yuval Vardi created an article,

    Sending a Folloze board to a contact in Salesforce

    The Folloze plugin for Salesforce lets you quickly share Folloze boards and content plays with your Salesforce leads or contacts. Just install the plugin first, and you’re ready to go. Note: Make s...