Purpose of the application
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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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Open the Collaboration room tab and create it from scratch;
Select the required listings and create a room with them;
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In the opened popup, the user can select the participant for this room:
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Open the Deal room tab and create it from scratch;
Select the required listings and create a room with them;
Open Salesforce and click “Open” room in the corresponding Deal (if any);
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open the Static List tab and click “+“;
select the required listings and add them to the list.
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Color Themes
Color Themes are the custom themes that can identify the listing portal with the client’s brand.
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this week;
this month;
this year.
Contacts
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For the xRE-related version, contacts & preferences are synced from there and all the actions (like editing, deleting, etc.) should be applied to them in xRE to be displayed in MarketSpace; for a standalone version, contacts & preferences can be created, and modified in MarketSpace.
Contacts can be organized into Marketing Lists.
Marketing Lists
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A Marketing list is an organized group of contacts who were gathered by criteria.
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via Listings tab: in this case, the selected listings will be auto-substituted to the campaign.
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via Marketing Lists: in this case, the selected marketing lists will be auto-substituted to the campaign.
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Email campaign wizard
Email campaign wizard is a flow organized into 5 steps that allow creating and launching an email campaign. It has a step counter that allows moving between steps easier and identifies whether the step is passed (with green checkmarks).
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The user can open the Statistics of the campaign by clicking on the action menu → Open Statistics. They will be redirected to the Mailchimp:
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Error handling in the email campaign wizard
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