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Yuval Vardi
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Activity overview
Latest activity by Yuval Vardi-
Yuval Vardi created an article,
Assigning Tags to Content Items
To keep your content items organized and easy to find, you can assign tags to any content item within your Folloze instance, and use these tags when searching for items. You can add tags when creat...
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Yuval Vardi created an article,
Adding a Salesforce Pardot Tracking ID
You can track Folloze page views in Pardot by placing a Pardot tracking script on your board. This will submit page events (board and items views) as webpage views. To enable Pardot tracking: Sel...
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Yuval Vardi created an article,
Approving a Content Play - Seller Experience
Folloze lets Marketing set up content plays on behalf of sales, to help sellers engage with their customers on a much deeper and personal level. As a seller, when a marketer sets up a content play ...
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Yuval Vardi created an article,
Admin Center - Inviting a New User to Your Organization
It's very easy to invite a new user to your organization's instance in Folloze: 1. Ensure you are a company admin in Folloze. To verify that click your profile picture on the top right corner. If...
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Yuval Vardi created an article,
Detaching an Item from its Master Item for Editing
In case you are not the owner of a content item, you must first detach the item from the master Content Center item before you can edit the item. After detaching the item, you can edit the followi...
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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 ...