Workspaces are a way to organize your assets, such as email templates, leads, and projects, on the marketing dashboard. To create a workspace, follow these steps:
Go to any dashboard (sales projects or marketing dashboard) and click the "create workspace" button
Choose a name for your workspace and click "create workspace"
Everything you do will now be assigned to this specific workspace
To switch between workspaces, click the "view all workspaces" button
To delete or edit a workspace, go into the workspace and click the appropriate icon (these icons will only appear when you are inside the workspace)
You can create as many workspaces as you want and assign assets to them when creating them on the platform
Note: You can also select workspaces as you build elements out. If you have ever created an asset in a workspace and can't find it, it may be because you assigned it to a different workspace. To view everything in a specific workspace, go into that workspace and click the "view all workspaces" button.
Video Transcript:
In this video is going to talk a little bit about the marketing dashboard and workspaces and how you can set those up. So the marketing dashboard is designed to pretty much bring the most important elements that you would want to share to your client or yourself with your marketing activities. So that's going to be. You know your website traffic and where those are coming in from your social visits, your inbound calls, your inbound leads, your conversion rates, where your ranking on Google and, being all of this information, is compiled into the dashboard.
When you first come here. Obviously there's no stats and you have to configure each module which the videos to follow will show you how to do that. But before you start you want to make a decision whether you want to use workspaces or just work out at all workspaces, workspaces or think of them like folders, or essentially how you organize all your assets that you end up working with. You know, for instance, when enterprises and industries there's a lot of different brands. You may serve as different clients, but you don't have law again, and so this is just a way of creating a workspace that organizes all those assets from your email temples to your leads to your projects. You know all of that's compiled inside that workspace and so to create a workspace. And again, you don't have to create workspaces, but if you choose to organize your assets that way, to create a workspace, you can do it on any dashboard, either sales projects or marketing dashboard, and you'll see this button here: create workspace. So you're just going to hit that and in this case I'm going to set up industries and hit a workspace. This will automatically take you into that workspace. So now everything you do is assigned to this specific workspace.
You also have the option of selecting workspaces as you build elements out. One thing to note: if you've ever created an asset in the platform inside a workspace and you're not seeing that asset, you know in your view it may be because you assigned it to a different workspace, so you can always switch between your workspaces up here. So in this case I can view all workspaces and now I'm viewing everything, all states associated with that workspace, or I can go back into my workspace that I've set up now. Once you set up a workspace, if you want to delete it or edit the aim of the workspace, the only way you can do it is if you're inside that workspace and on one of these dashboards and where to access that there's a little ikon right here, an click on, you can click at it so you can change the name and update it and you can also delete it. But these two icons do not show up unless you're inside that workspace. So in this case I can go ahead and hit the lead, and this will delete my workspace.
One of the things about workspaces: it's unlimited. So create as many workspaces as you want. Every phone line, everything that you create on the platform will ask you: do you want to assign this to whatever workspaces you have in the system? Each of these modules are configurable based on either a pistol or what you've built-in the system, and I'll walk-through those videos. Inbound calls, inbound leads are associated to marketing efforts. So you know certain voice lines that you set up for sales activity won't track actually in this dashboard because it's really designed just to show you your marketing efforts and what's going on with the marketing efforts, also the inbound activity. This is going to show you all your text messages that come inbound, your call forwarding lines and you phone calls that come in through here. Any leads that come in through your data pixels, are coming through our data forms and then actually setting up the reports. I'm going to show you in the following videos.
