Nexl: Admin course
The Nexl Admin course will go into more detail on the functionalities that are accessible to Admin users only. It will also go into more detail with respect to more complex use cases and offer deeper insights into the way firms can link up their growth strategy with the usage of the Nexl platform.
Nexl’s Admin users play an active role in the Firm’s growth agenda. Profiles typically include Partners, Chief Revenue Officers, Office managers, COO’s and Business Development and Marketing executives. Admin users have access to Firm-wide contact lists and engagement data, and will to take ownership of the some of the processes that will be managed on Nexl.
Main topics covered in this course
- User and access level management
- Data management and stewarding
- Firm-wide Marketing list management
- Integration with MailChimp
- Tag management
User and access management
In this first lesson, we introduce the different topics we will be covering in the Admin course, and have a closer look at access and user management.
Firm-wide list management
Admin users are able to create Firm-wide marketing and distribution lists in the List Manager. This will give all users on Nexl the option to subscribe and un-subscribe their contacts to these lists from within a Contact record.