You can display specific dashboard modules to various contacts based on predefined filters, ensuring that each contact views only the most relevant and targeted information.
Here are a few examples of how you could use this:
- User-Specific Content: Make user videos visible only to the contacts assigned to that specific user to provide a personalized touch.
- Tailored Insights: Show a specific module to contacts with property valuations over 1 million dollars or show a specific module for contacts with high lead scores. Your could also target contacts with more than 50% LTV and a mortgage rate above 5%, offering them personalized financial options and insights in the Vendor module.
- Focused Information Delivery: Enhance content relevance by showing module like Multi-AVM or AVM Trend Chart only when an AVM value is available.
Here's how to get started with this:
- Go to Marketing > Contact Dashboard.
- Click the Edit (pencil) icon next to a dashboard.
- Select a module from the left pane to start customizing it.
- Click the Filter icon.
- Search for a filter and apply it.
Now, this particular module will only be shown to contacts that match the filter.
Here's an example where filters are set for the financing module to show it only to contacts with an LTV over 50%: