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Managing Campaigns

The questions and their responses below provide tips and tricks on how to best leverage Prospect Insight's marketing modules to streamline your business.

Read through some questions involving the setup and management of Prospect Insight's marketing modules

In what order should I create all of my campaign elements?

All of Prospect Insight's modules work together to create a cohesive campaign.

What are the steps to starting a drip program?

All of Prospect Insight's modules work together to set up a drip campaign for nurturing prospects.

How do I correctly copy source code from MS Word?

When copying text or code from MS Word in a Prospect Insight WYSIWYG editor, use the "Paste from Word" button to avoid adding any extraneous snippets of HTML.

Can I tie in third party site search tools?

You can continue to use third party site search tools such as the Google Appliance or hosted search product and still capture the search queries in Prospect Insight.

Email Questions »

Questions pertaining to list blasts, drip emails, and form auto-responders

Forms Questions »

Questions and answers about Prospect Insight forms and form handlers.