This month, we’re focusing on welcome cards!

Helpful Section Links:

1. Import From Quicksight
2. Dashboard Emails
   1. If someone says yes
3. Reminder: How to Find Monthly Business Review Information in HubSpot

Import From Quicksight

Data on active listings, inactive listings, and total orders was imported from the Listings Summary > Monthly Business Review tab (linked here) for an accurate snapshot of the specific customer’s performance.

Dashboard Emails

Send Breakdown: Lists were created based on the Monthly Business Review (MBR) criteria of portal status being clientManualOrders and active, as well as the import for active, inactive, and total orders details from QuickSight.

• [CS] Adeline:
  • List: https://app.hubspot.com/contacts/20952561/objectLists/5559/filters
  • Email: https://app.hubspot.com/email/20952561/edit/186045435719/content
• [CS] Ben:
  • List: https://app.hubspot.com/contacts/20952561/objectLists/5563/filters
  • Email: https://app.hubspot.com/email/20952561/edit/186043080370/content
• [Support] Jeri:
  • List: https://app.hubspot.com/contacts/20952561/objectLists/5552/filters
  • Email: https://app.hubspot.com/email/20952561/edit/185981708414/content
• [CS] Sarah:
  • List: https://app.hubspot.com/contacts/20952561/objectLists/5557/filters
  • Email: https://app.hubspot.com/email/20952561/edit/186042054787/content
• [CS] Zaira:
  • List: https://app.hubspot.com/contacts/20952561/objectLists/5561/filters
  • Email: https://app.hubspot.com/email/20952561/edit/186042593372/content

Locating the Monthly Business Review Section