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 








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







4 – Now select the new list in the selection menu





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