How do I edit or delete a contact? From the Customer List screen, click on the “Gear” icon next to an individual contact. You’ll see options to edit or delete the contact. To delete multiple contacts at once, select the contacts you want to delete, select “Delete” under the “Bulk […]
What do the connection statuses mean?
What do the connection statuses mean? If the contact that you’ve added is already on the show’s digital community, the “Connection Status” section will automatically update. There are are four possible connection statuses, all provided via the email address that you enter for the contact: Connected If the contact is on the […]
How do I add multiple contacts?
How do I add multiple contacts? If you have multiple contacts in a spreadsheet or a CSV file, you’ll want to use the import function. First, navigate to the customer list landing page and click on “Import”. You should see the import screen. Click “Chose File” to open up […]
How do I add a single contact?
How do I add a single contact? First, navigate to the customer list landing page and click on “Add”. Fill out the fields below. Click “Save” to finish.
What’s the customer list?
What’s the customer list? We recognize that some of your business contacts may not be users on your show’s digital community. The customer list functions as a central location to keep track of your business contacts. You’re able to keep track of a contact’s basic information and address. You have the option […]
How can I invite coworkers?
How can I invite coworkers? To invite coworkers, go to My Account > Invite Coworkers: The pop-up will allow you to enter your coworkers’ email address(es) as well as a custom message. Click “Invite” to send out the invites.
How do I send a new message?
How do I send a new message? You’re able to send a private message to anyone on the platform in a variety of different ways. Click on the messaging icon on the top right (the envelope icon) to access all of your messages. From the messaging screen, click on “New” […]
How can I see who I’m connected with?
How can I see who I’m connected with? Go to My Account > Connections: On the next screen, you’ll see a list of all your connections.
How do I accept or reject a connection?
How do I accept or reject a connection? When you receive a connection request, you’ll see a notification on the top right. You’ll see connection requests under notifications. Alternatively, you can go to My Account > Connections > Pending Connections: On the next screen, you’ll see your pending connections and […]
How do I add a company as a connection?
How do I add a company as a connection? By visiting a company’s profile, you’ll be able to click the “Add Connection” icon to send a connection request. You’ll be able to add a personal message before sending the request. After sending the request, the “Add Connection” icon will change […]