Marketing System Settings
Summary
This video explains how to configure marketing settings in Senegal for system administrators. In the marketing section of system settings, administrators can customize campaign and social post stages, including their order, wording, and color. They can set the default stage and modify the sequence in which stages appear. Additionally, administrators can configure widgets for the marketing dashboard, defining parameters like date and time, and assigning access to specific departments. This allows department members to view relevant marketing information directly on their dashboards.
Transcript
- 00:00
We’re going to talk about marketing settings. You need to be a system administrator to do this. If you are, click the icon on the far right and then click system settings and then click marketing. On the left. There are just a few settings to do for marketing stages and widgets in stages. These are the different stages of a campaign and a social post. These are all defined by you as well as the wording and the colour. You can decide which one is the default. You can change the order of them, so this is how they would list in the view. Let’s say we’ll put draught at the top of the list and then we’ll do scheduled and then publish. We change that order and hit save. That information is saved, and you do that for each of the different stages of the information there. And then widgets. These are the widgets that show up on the marketing dashboard, and you’ll go into each of these and you set the parameter of that widget, the date, time, and then select the departments. Therefore, the people in those departments would have the ability to put that widget on their dashboard and see the information that’s available through that widget.