Campaign Manager - INSIGHTS


The Insights Screen

Click the Insights icon on the slide out pane:

This will open the Insight View screen:

The left-hand panel allows you to navigate the folder structure. You can also add, rename, move and delete folders using the buttons at the top of the panel.

The right-hand panel shows all the Insights that are saved at the currently selected folder level. Note this view only shows Insight documents.

You can use the Search field at the top of the screen to search for Insights by name. Enter a search term and click the icon. All matching Insights will be returned.

In CM 6.2 the Venn Insight is available :

Venn Display a Venn Diagram and corresponding Grid of results.

Double-click or select Open, on an Insight to open it or use the right hand menu for Rename, Open Copy, Move or Delete.

To create a new Insight, click the New Insight button in the top right corner. See Venn Insight.

     
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