Create and save a personal view

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Partner Portal - Create and Save a Personal View

Introduction

The Create and Save a Personal View feature within the ActiveCampaign Partner Portal allows users to filter and customize the visibility of accounts in a way that best suits their specific needs. This functionality is critical for ActiveCampaign Agencies and Resellers, as it enables them to group resold accounts by shared attributes quickly. By setting up personal views, users can ensure they are always reviewing the most up-to-date information regarding their accounts. This article will guide you through the process of accessing this feature, configuring it to your needs, and leveraging it effectively for better account management.

How to Access This Feature

To access the Create and Save a Personal View feature, you need to start by logging into the Partner Portal. Once logged in, you can navigate to the appropriate section where personal views can be created and managed.

Step-by-Step Instructions

Follow these steps to create and save a personal view:

1. **Log in** to the Partner Portal.
2. In the left menu, click on Accounts, then select Overview.
3. Add your filters as follows:

  * Click the Add a filter button to choose an attribute for your filter, or use the search function to find an attribute. Depending on your selection, you may need to provide additional information.
  * Click the Status filter dropdown to select an account status. 
  * Click the Plan dropdown to choose the specific plan you want to view.

1. Once you have set up your desired filters, click the Save as personal view button located at the top of the page.
2. A modal window will appear prompting you to enter a name for your personal view. Input your chosen name into the provided field, then click Save.

After completing these steps, your personal view will be saved and accessible in the left menu of the Accounts Overview page. Any user with login access to your Partner Portal can view this saved personal view.

Configuration Options and Settings

When setting up a personal view, you can utilize various filters for a tailored account overview. Some of the available configuration options include:

• Status - Filter accounts by their current status, allowing you to focus on specific groups.
• Plan - Choose the specific plan associated with the accounts you want to view.
• Add a filter - This option enables you to apply additional criteria such as Billing Term, User Limit, Expiration Date, among others.

These filters not only help organize your views but also enable a more streamlined approach to account management.

Best Practices and Tips

To get the most out of the Create and Save a Personal View feature, consider these best practices:

• Use meaningful names for your personal views to make it easier for all users to identify them.
• Regularly update and review your personal views to ensure they meet your ongoing monitoring and management needs.
• Share insights gained from personal views with your team to maintain transparency and foster collaborative account management.
• Consider creating multiple views for different aspects of your accounts, such as filtering by status for operational reviews and by plan for strategic planning.

By following these best practices, you can optimize your use of the personal view feature and enhance your overall efficiency within the Partner Portal.

Common Use Cases with Examples

The ability to create and save personal views is particularly beneficial in several scenarios, such as:

• **Account Status Monitoring**: If you need to manage a group of accounts currently in a specific status (e.g., Active or Inactive), you can create a personal view labeled "Active Accounts" to easily access this group.
• **Plan Management**: Agencies might want to view accounts by their plan (Starter, Plus, Pro, Enterprise). A personal view can be set up for each plan, allowing for quick assessments of accounts under similar billing structures.
• **Performance Tracking**: Creating a personal view that tracks accounts based on specific attributes (e.g., Billing Term or User Limit) will help agencies ensure they’re providing the right services tailored to each account's characteristics.

These use cases illustrate the importance of tailoring views to facilitate better decision-making and enhance account oversight.

Troubleshooting

If you encounter issues while saving or accessing personal views, consider these troubleshooting tips:

• **Check Permissions**: Ensure you have the necessary access rights to create and edit personal views.
• **Clear Cached Data**: If the application seems unresponsive, try clearing your browser cache and refreshing the page.
• **Validate Filter Configuration**: Make sure that the filters you are trying to apply are correctly formatted and valid for use.
• **Contact Support**: If issues persist, reach out to ActiveCampaign’s support team for assistance.

FAQ

1. What is a personal view?

A personal view is a customized filter set within the Partner Portal that allows users to group and display accounts based on specific attributes.

1. Can others access my personal views?

Yes, anyone with login access to your Partner Portal can view your saved personal views.

1. How do I change the name of a saved personal view?

Currently, the ability to rename a saved personal view is not directly supported. You must delete the existing view and create a new one with the desired name.

1. Are personal views automatically updated?

Yes, personal views refresh automatically to ensure that you are reviewing the most recent updates in account status and information.

1. What types of filters can I use?

You can filter by attributes such as Status, Plan, Billing Term, User Limit, and Expiration Date.

1. Can I have multiple personal views?

Yes, you can create multiple personal views based on your preferences and needs for managing different attributes of accounts.

1. What if I forget how to create a personal view?

Refer back to this article for step-by-step instructions or contact ActiveCampaign support if you need additional help.

By utilizing the Create and Save a Personal View feature effectively, you can streamline account management, enhance visibility and make informed decisions regarding your resold accounts in the ActiveCampaign Partner Portal. ```