Daniel Gould

Editing recipients

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

If you need to add, delete or edit a recipient, Folloze makes it easy to edit the list before the board is sent out. To edit a recipient:1. In your recipient list, hover over the row with the recip...

• Daniel Gould
• Edited January 19, 2018 21:25
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Invite vs. Send

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

Invite and Send are both crucial steps in the Folloze process. But there are a few key differences between these features: Invite Used to invite internal users from your company to a board Can onl...

• Daniel Gould
• Edited September 15, 2017 18:06
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Uninstalling the Folloze add-in for Outlook

1. Get Started
2. Integrations

If you have an existing Folloze add-in installed in Outlook, here’s how to uninstall it: 1. Open your desktop version of Outlook. 2. Click the File menu. Select Manage Add-ins. This will take you ...

• Daniel Gould
• Edited May 17, 2017 22:50
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Editing a channel

1. Create Boards
2. Channels in Folloze

Sometimes a channel might need tweaking, whether to fix mistakes, or so you can use it for a new purpose. To edit a channel, follow these steps: 1. Go to your Folloze homepage. 2. In the left sideb...

• Daniel Gould
• Edited April 06, 2017 02:42
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Unsubscribing from a channel

1. Create Boards
2. Channels in Folloze

If you no longer need access to a channel, you can always unsubscribe from it, and then rejoin later if needed. To unsubscribe from a channel: 1. Go to your Folloze homepage. 2. In the left sidebar...

• Daniel Gould
• Edited April 02, 2017 22:58
• 1 follower
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Subscribing to a channel

1. Create Boards
2. Channels in Folloze

  Sometimes, you might learn about a channel without having been directly invited/subscribed to it (for instance, because someone sent you a channel link). To subscribe, just follow these steps:  1...

• Daniel Gould
• Edited April 02, 2017 22:57
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Sharing a channel

1. Create Boards
2. Channels in Folloze

You can share a channel one of two ways: via email invitation, or by sharing a link. Inviting subscribers to a channel In this method, you send your invitee(s) an email invitation from within Follo...

• Daniel Gould
• Edited April 13, 2017 22:59
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Adding boards to channels

1. Create Boards
2. Channels in Folloze

Once you create a channel, you can begin adding boards to it. Here's how: 1. Go to your Folloze homepage. Find the board you want to add. 2. Hover over the board tile. In the upper right, click the...

• Daniel Gould
• Edited July 27, 2017 17:07
• 1 follower
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Creating a channel

1. Create Boards
2. Channels in Folloze

A channel is a place where you can group boards that are related to each other. You can create a channel for a specific product, campaign, sales region – really anything!  Channels make it easy to ...

• Daniel Gould
• Edited April 02, 2017 22:56
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The Federated Model: one board, multiple users

1. Best Practices
2. Best Practices

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...

• Daniel Gould
• Edited May 26, 2020 19:59
• 1 follower
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