How to customize Efficy to suit your business needs – Tips & Tricks

You need to have a custom view in a marketing campaign, in a query, in a customer list… to display & export specific fields  ?

It is very simple with Efficy !

 

1 – Go in your list,

For instance here I have chosen a marketing campaign, and I want to add the country of the lead in the list.

 

2 – Create a new custom view 

 

 

 

custom-view

 

 

 

3 – Name you new custom view, and select in the available fields the ones that you need, then save this view.

 

query

 

 

 

 

4 – Now select the new list in the selection menu

 

 

choose-view

 

5 – The list is updated with new informations, you can now export you list in Excel or just filter it in Efficy CRM.

export-1

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