FlexiQuiz - Learning Path: Marketing Quiz

1. What does it mean if you see the error message “No reports exist with DeveloperName” when you run a CRM Snapshot?

Something’s broken and you need to submit a case to Client Support

The template was saved over or deleted, and you can restore it using instructions from the Help Tab

Something’s broken and you need to pull your list another way

You don’t have access to CRM Snapshots and need to contact your organization’s PatronManager Admin

2. True or False: You can add a report to a dashboard both from the report itself and the dashboard.

True

False

3. How can you track what, if any, types of emails your Contacts want to receive?

With Chatter notes on the record

With the Email Status field and Mail List Preferences field

With their status in Emma or Mailchimp and the Mail List Preferences field

With the Email Status field and ticket buying history

4. How do you upload a logo for your Public Ticketing Site?

Go to Theme Builder in PatronTicket Settings and upload your image there

Upload your image via the Documents tab, then set it in PatronTicket Settings

Submit a case to Client Support to add the logo image to your site

Upload your image via the Documents tab, then set it on each Ticketable Event