The User Management section of the Next Gen Portal allows you to add users and assign them certain permissions. Follow the steps below in order to reactivate a user. Note: In order to add a user, you will need to be an Account Admin. 1 Find the User Management Section…
The User Management section of Clutch’s Next Gen Portal allows you to manage user access within your organization. You can control user permissions, create new users, and deactivate or reactivate users. Note: To access User Management, you will need to be an Account Admin. Next Gen Portal Access You must…
Campaign Emails are triggered by a campaign rule. Essentially, these emails are sent automatically when a certain event happens. Once you save a campaign email and make it live, changing it could result in consequences, such as affecting Click Metrics. We recommend only editing a campaign email if the change…
You’ll be able to easily archive any campaigns that you no longer are using. This will help you keep things organized! In order to archive a campaign, simply follow the steps outlined below. 1 Find the Campaign Section Look for the Campaigns icon in the left-hand navigation and click on…
You’ll be able to easily archive any segments that you no longer are using. This will help you keep things organized! In order to archive a segment, simply follow the steps outlined below. 1 Finding the Segmentation SectionLook for the Segmentation icon in the left-hand navigation and click on it….
Essential provides users with a wide variety of campaign rules to choose from. Each campaign rule is unique and requires specific steps in order to set it up. The outcome of a campaign rule firing can be as simple as sending your guest an email when they update their profile,…
Our Drag n’ Drop WYSIWYG editor will empower you to be more hands-on in message creation. A WYSIWYG (pronounced “wiz-ee-wig”) editor allows a user to see what the end result will look like while the interface or document is being created. WYSIWYG is an acronym for “what you see is…
Emails can exist in different statuses, such as being a draft, sent, or queued. Email drafts are emails that are works in progress and have not been scheduled to be sent yet. They can easily be edited or deleted. Scheduled Emails that are still drafts can be edited at any…
You’ll be able to access individual guest profiles via the Guest Search page. This profile gives you access to a wide array of information, such as demographic data, how much they’ve spent, their communication activity, and more. You’ll be able to navigate through different tabs of a guest profile. You…
Essential Portal makes it easy to search for individual guests. Just follow the steps below. 1 Finding the Guest Search Section Click on the Guest Search tab on the left-hand navigation bar. 2 Enter Guest Information You will be able to search for individual guests by their card number, first…