Role Types: Internal vs External
366 Degrees has two standard site access roles; Internal and External. You the customer define Who, What and When users can access 366 Degrees to create, manage and execute campaigns on your company's behalf.
Note: We take security serious. There are two types of access (Internal) is associated with your employees/users accessing content, campaigns and admin functions. The second is (External), where you control third party/Agency access to 366 Degrees on behalf of your organization.
Standard System User Roles
Your new 366 Degrees site has (3) predefined roles. Super User, Marketing User (Internal) and Marketing User (External). Super Users have access to all functionality of 366 Degrees, Marketing Internal and External are limited to marketing related activities.
Note: To create a new custom role, Click on role definitions then Create Role. You may name the new role anything you like ie. Sales, Support, Other. The drop down will provide options to define application access levels of the role. You will not be able to change the 366 Degrees (3) predefined default system roles.
Structuring Categories for Content Organization across the 366 Degrees Platform
Click on Category Definition, Click Add Category and Name New Category
Note: You are creating and naming categories that will be used to organize templates, emails, and page assets in your 366 Degrees site. It is important to organize categories for it will provide structure, quick access and streamline management of marketing assets overtime.
*Best Practice- Use naming conventions for Categories that are relevant to your line of business communications ie Products xyz, Webinars, Video, Drip Campaigns etc. Categories can be added, changed or reorganized to meet your business vernacular or vertical.
Saving Lists and Data Uploads
366 Degrees will save data lists uploaded to 366 Degrees via the Subscription, Campaign and Opt-out imports under the Saved List tab.
Note: 366 Degrees has strong list management capabilities for organizations that are not connected to CRM services for their segmentation and audience selection. Your saved lists enable you to manage on-going campaigns and target segments of the list based on interactions and engagements from previous campaigns. You can also segment a main list into sub lists to get more granular in your marketing campaign. ie only show me contacts that engaged with my last email.
Saved Conditions for Campaign Targeting
a) 366 Degrees allows Marketers to build multi-layer segmentation within an uploaded list or dynamic data pull from the CRM. Marketers may want to pull list and then do further segmentation based other 366 Degrees system interaction or engagement by recipients. Saved conditions allows you to save these conditions for future campaigns. Saved Conditions offer granular audience selection and targeting.
Note: Saved Conditions are dynamically added to this area. No action required. This area is simply a reporting area to highlight Asset Type, Criteria Name, Data Source and Actions associated with the Save Condition created by the user.