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Yuval Vardi

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Latest activity by Yuval Vardi
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    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,

    Using Folloze with Pardot

    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...

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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,

    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,

    Turning Off Alerts Received from Internal Viewers

    You can turn off alerts received about actions performed by internal viewers on your boards.  To turn off alerts on internal viewers:  Select the board for which you wish to turn off internal view...

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    Yuval Vardi created an article,

    Controlling Who Receives Alerts about Board Activity

    To keep informed about activity on your board, you can manage the alert notification settings. By default, Inviters receive all notifications for a board, including in-app alerts and email notifica...

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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...