Purpose of the application
MarketSpace is a RE tool for easier sharing the listings & availabilities with potential clients as well as organizing easier communication with leads.
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In the notification center, any notifications about events, reminders, and system activities are stored. [more detailed info is here]
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Chat messages
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In chat messages, there are Deal rooms and Collaboration rooms listed with the last updates in them. They can be entered as well via this icon.
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via Marketing Lists: in this case, the selected marketing lists will be auto-substituted to the campaign.
Email campaign wizard
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Removed artifact
If the generated artifact was removed in the background (by the user or the Admin who has rights for this), it is not a big issue since it can be regenerated.
For drafts: after opening the draft, the user will see the notification:
If the user selects “Regenerate now“, the report’s generation starts immediately. If the user presses “Regenerate later“, they can review the campaign and regenerate the report later by clicking on the button on the 5th step, or by selecting new conditions for the report (template and/or listings/availabilities).
For usual flow: the same flow but the lack of the report will be recognized once the user presses Send.
Removed template
This case does not block sending of the campaign since the report was already generated and can be used. The 2nd step keeps marked as “passed“, however, the notification about the template deletion is displayed there:
If the user selects a new template, it will trigger new report generation without the opportunity to return to the previous one in the email campaign wizard.
Deactivated listings/availabilities or marketing lists
If the user removes the listing/availability in SalesForce or deactivates the Marketing list in MarketSpace and sends the campaign, the popup will be displayed:
The user has 3 options:
- cancel sending and manually handle the issue;
- send the campaign without inactive items. In this case, the campaign will be sent but all inactive items will bi filtered;
- send anyway. In this case, the campaign will be sent with inactive items too.Updating of the campaign by Admin (or another user with the relevant right)
If any user who has access to the owner’s campaign, edits it, and the owner of the campaign opens this campaign, they will see the notification about some edits made:
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Drafts. Since drafts are saved on MarketSpace’s side, they can be easily deleted by the user with the relevant rights and no 3rd party applications are involved.
Sent campaigns.
- if the user, who deleted the campaign, was logged in to the Mailchimp account from where this campaign was sent, the campaign will be deleted in both Mailchimp and MarketSpace;
- if the user, who deleted the campaign, was not logged in to the Mailchimp account from there this campaign was sent, the campaign will be deleted in MarketSpace only, and will keep available in Mailchimp. It can be removed only from Mailchimp’s side now;
- if the user manually removed the campaign from Mailchimp, it will keep available in MarketSpace (no backward compatibility is set between the applications). It can be removed from MarketSpace’s side manually.
Configuration Tool
Overview
Users with the role “Config Editor" can have access to the customization of some templates. These templates are different and configurable for both (MarketSpace and MSGuest) configs:
Listing details screen
Availability details screen
Contact details screen
Please refer to “Config Templates” in the left menu (R7) or the "Gear” icon in the header (R7.1)
Filters
You can use filters in the filter panel to shorter the list of available templates for the organization
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Config templates
Details
Config tool on how to