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Dashboard Login

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?

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