Archives: Knowledgebase

5 Articles Account/Help Center

• How do I add a new user?
• What are the differences in privileges between admin users and standard users?
• How do I change my password?
• Who should I contact if I have a question and how do I reach them?
• Is there a dashboard orientation video I can share with colleagues?

10 Articles Tracking/Digital Body Language

• What is digital body language?
• Where can I see a supporter’s microsite activity?
• What is included in digital body language?
• If someone comes to my microsite organically (was not on the original list you provided to MarketSmart), but doesn’t fill out a campaign/form, will we be able to see their website activity and name?
• Why do some supporters have no digital body language even though they filled out a form?

12 Articles Data Center and API

• What is an API? Does MarketSmart have an API?
• How does your API work and where can I find API documentation?
• I want to use your API. How do I get started?
• How do I download a .csv file of my data?
• What is the All Supporters download?

9 Articles Automated Cultivation

• What is automated cultivation?
• How do I unsubscribe someone from receiving automated cultivation emails?
• I need to see the drip emails we’re sending to supporters. Where can I find that?
• When do supporters receive automated cultivation emails? Is there a schedule?
• Where can I see a complete list of people who are receiving drip emails?

18 Articles Filtering/Building Lists

• Once I’ve downloaded excel data, how do I sort and filter in excel?
• How do I view supporters who requested brochures/guides?
• What is the Action column?
• How do I filter by digital body language?
• How do I share a supporter link with someone?

15 Articles Reports and Charts

• I’d like to share my campaign analysis with other team members. Where can I find this file?
• How do I download a specific chart image?
• Where do I see my response rate?
• Where can I find my campaign/survey email stats?
• What is automated cultivation?

9 Articles Scoring

• What goes into someone’s score?
• What is the top lead score someone could get?
• What does the recency color mean and why is it important?
• Can someone have a negative lead score?
• How do I update someone’s consideration stage?

24 Articles Other

• I want to become a BETA tester for new MarketSmart features. How do I do this?
• How do I share a supporter link with someone?
• How do I unsubscribe supporters from email marketing?
• How do I get my Calendly link setup?
• Why are some supporters missing Donor Journey?