Yuval Vardi

Vanity URL

1. Create Boards
2. Designing a Board - General

With Folloze Vanity URLs, you are able to provide your customers a clean and simple board URL, to maximize traffic to your content boards. This features changes the way links look in Folloze to thi...

• Yuval Vardi
• Edited May 08, 2020 17:00
• 1 follower
• 0 comments
• 0 votes

Content Tagging

1. Create Boards
2. Content Center

With Content Tagging, Folloze allows you to create a content taxonomy within your instance, to make sure you find the right item to use at the right time! Using content items helps keeping your con...

• Yuval Vardi
• Edited May 08, 2020 01:20
• 1 follower
• 0 comments
• 0 votes

Cropping Images in Folloze

1. Create Boards
2. Designing a Board - General

You can now crop an item's thumbnail image, the board's banner image, and images in the promotional area! Cropping an Item Thumbnail Image:  1. Click on the edit icon on the top right 2. Use the ar...

• Yuval Vardi
• Edited April 27, 2020 17:55
• 1 follower
• 0 comments
• 0 votes

Using Folloze with Pardot

1. Track & Analyze
2. Tracking Boards

If you would like to track Folloze page views in Pardot, this can be done through the Salesforce Pardot Tracking module in the board designer. Once the information is entered and activated, a Pardo...

• Yuval Vardi
• Created April 14, 2020 00:38
• 1 follower
• 0 comments
• 0 votes

Approving a Content Play - Seller Experience

1. Engage Customers
2. ABM Campaigns- Sending Boards to Prospects at Scale

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 ...

• Yuval Vardi
• Edited April 10, 2020 16:29
• 1 follower
• 0 comments
• 0 votes

Admin Center - Inviting a New User to Your Organization

1. Best Practices
2. Best Practices

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...

• Yuval Vardi
• Edited April 07, 2020 22:46
• 1 follower
• 0 comments
• 0 votes

The "Detach" Functionality

1. Create Boards
2. Content Center

Often times you are interested in editing the look and feel of an item on a Folloze board. If you are not the primary owner of the item in the Content Center, use the "detach" functionality.  With ...

• Yuval Vardi
• Edited April 07, 2020 00:19
• 1 follower
• 0 comments
• 0 votes

Designating inviters

1. Engage Customers
2. Sharing a Board

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...

• Yuval Vardi
• Edited April 14, 2017 01:12
• 1 follower
• 0 comments
• 0 votes

Sharing content items

1. Engage Customers
2. Sharing a Board

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. ...

• Yuval Vardi
• Edited September 15, 2017 17:51
• 1 follower
• 0 comments
• 0 votes

Managing alerts for internal viewers

1. Create Boards
2. Inviting Collaborators

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...

• Yuval Vardi
• Created January 26, 2017 20:01
• 1 follower
• 0 comments
• 0 votes