Configure Quick Cards

  • Updated

Context

Quick Cards are links to customized Analytics pages available from the Account List Dashboard and Account Dashboard. After applying filters, adding columns, or making other changes on a page, you can save it as a Quick Card and add it to a user view.

Quick_Cards.png

Default Quick Cards

We’ve created the following Quick Cards to help you get started. These Quick Cards are applied to the Standard View user view by default.

Connected Mode (customers integrated with a CRM such as Salesforce)

Account List Dashboard:

  • Top Qualified Accounts
  • Top Pipeline Predict Accounts
  • Top Qualified Accounts not in your CRM
  • Accounts with high intent - last 30 days
  • Prospect web traffic - last 30 days
  • Customer traffic - last 30 days
  • Newly engaged people - last 30 days
  • Top programs by response - last 90 days

Account Dashboard:

  • High Intent Keywords - last 30 days
  • Unique visitors - last 30 days
  • Newly engaged people - last 30 days
  • Most engaged people with marketing activities - last 30 days

Disconnected Mode (customers not integrated with a CRM)

Account List Dashboard:

  • Accounts with high intent - last 30 days
  • Accounts with trending intent - last 30 days
  • Accounts with trending onsite engagement - last 30 days
  • Prospect web traffic - last 30 days

Account Dashboard:

  • High Intent Keywords - last 30 days
  • Unique visitors - last 30 days

Prerequisites/Preparation

You must have Admin privileges.

Steps: Add Quick Cards

  1. From the left navigation bar, go to Analytics.png Analytics and select an Account List or Account from the drop-down list.
    Tip: Select an Account List to add a Quick Card to the Account List Dashboard. Select an Account to add a Quick Card to the Account Dashboard.
    Analytics_Drop-Down.png

  2. Navigate to the Analytics page you want to customize and make your changes. For example, you can change the date range, select a saved filter, or apply quick filters at the top of the page.
  3. Click the three dots next to the filter drop-down list and select Save View as Quick Card.
    Save_as_Quick_Card.png 
  4. In the window that opens, do the following:
    • Select a User View. The Quick Card is available to users assigned to the view you select.
    • Enter a description to appear on the Quick Card.
    • Select the current Quick Card to replace.
      Tip: Connected Mode customers can add eight Quick Cards to the Account List Dashboard and four Quick Cards to the Account Dashboard. Disconnected Mode customers can add four Quick Cards to the Account List Dashboard and two Quick Cards to the Account Dashboard.
      Save_Quick_Card_Window.png
  5. Click Apply to Account List Dashboard or Apply to Account Dashboard.

Steps: Edit Quick Cards

  1. From the left navigation bar, go to Analytics.png Analytics > Dashboard and select an Account List or Account from the drop-down list.
    Tip: Select an Account List to edit Quick Cards in the Account List Dashboard. Select an Account to edit Quick Cards in the Account Dashboard.
    Analytics_Drop-Down.png
  2. Click the three dots next to the filter drop-down list and select Edit Quick Cards.
    Edit_Quick_Cards.png

  3. In the window that opens, do the following:
    • Select the User View with the Quick Cards to edit.
    • Select a Quick Card and edit the description that appears. 
    • To use the default Quick Cards for the view, click Reset to default Quick Cards.
      Edit_Quick_Cards_Window.png

  4. Click Apply to Account List Dashboard or Apply to Account Dashboard.

Outcome

Users assigned to the views you updated can use the Quick Cards added to Account List Dashboard or Account Dashboard to access the customized Analytics pages.

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