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Graphly Knowledgebase

FAQs and Support Documentation for Graphly Users

http://docs.graphly.io/

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Graphly Knowledgebase | docs.graphly.io Reviews

https://docs.graphly.io

FAQs and Support Documentation for Graphly Users

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docs.graphly.io docs.graphly.io
1

Report Templates - Graphly Knowledgebase

http://docs.graphly.io/category/130-report-templates

All Subscriptions Revenue Goal. Appointment Note Task by Action. Appointment Note Task by User. Appointment Note Task Goal. Appointment Note Task Summary. Average Time On Site. Daily and Hourly Email Engagement. Days Between Contact and 1st Order. Days Between Contact and Opportunity. Days Between Opportunity Stages. Email Revenue By Products. Marketing Mavens made this app with love -. 2017 Powered by Help Scout.

2

Dashboards - Graphly Knowledgebase

http://docs.graphly.io/category/99-dashboards

Editing, adding, or deleting dashboards and graphs on iPhone. Editing, adding, or deletings dashboards and graphs on iPad. How to resize and move widgets. Sharing a board with other users. Marketing Mavens made this app with love -. 2017 Powered by Help Scout.

3

Campaign Email Stats - Graphly Knowledgebase

http://docs.graphly.io/article/166-campaign-email-stats

This template displays the Opens, Clicks, and Conversions for each email in a Campaign Sequence. To begin, click the " " icon on your dashboard and type "Campaign" into the search bar. Then click the Campaign Email Stats Widget. This report is best viewed as a Column or Bar chart type. I'll leave mine on Column. First, you'll give your email a name. This will likely match the name of your email in Infusionsoft, but it doesn't have to. It will serve as a label for that data in the report. Next, select the...

4

How to Add a Report - Graphly Knowledgebase

http://docs.graphly.io/article/109-how-to-add-a-report

How to Add a Report. To add a report select the symbol in the top right corner. In the graph menu screen you get the option to choose all the graphs we currently have available. We are adding new graphs all the time. You also have the option to filter the graphs by category. Once you find the graph you would like to configure select it. In this example I am going to select the graph " Top Performing Lead Sources. You can customize more by selecting Options. Last updated on March 26, 2015.

5

Setting Graphly as my homepage in Infusionsoft - Graphly Knowledgebase

http://docs.graphly.io/article/106-setting-graphly-as-my-homepage-in-infusionsoft

Setting Graphly as my homepage in Infusionsoft. To set Graphly as your Infusionsoft homepage select the user symbol on top of your infusionsoft account with the symbol the shape of a person. Then select the " Edit My Profile. Tab on the left hand side. In the preference page select the custom button. Once the custom button is selected type the name "graphly" in the box below. Note: you must spell graphly in all lower case because Infusionsoft is case sensitive. Last updated on July 7, 2015.

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Graphly End User License Agreement - Graphly

https://graphly.io/eula

Graphly End User License Agreement. PLEASE READ THIS SOFTWARE LICENSE AGREEMENT (“LICENSE”) CAREFULLY BEFORE USING THE SOFTWARE. BY USING THE SOFTWARE, YOU ARE AGREEING TO BE BOUND BY THE TERMS OF THIS LICENSE. IF YOU DO NOT AGREE TO THE TERMS OF THIS LICENSE, DO NOT USE THE SOFTWARE. WHEREAS, Graphly develops, maintains and licenses access to a Web-based sales and marketing automation software solution for businesses, marketers and entrepreneurs; and. 8220;Authorized User” means an individual who ...

graphly.io graphly.io

Graphly Affiliate Program

https://graphly.io/affiliates

Share the goodness of Graphly with other businesses and earn 20%. Recurring commissions for the life of each referral’s subscription. A Few Details…. A free trial is credited to an affiliate so long as the user clicked on the affiliate’s link with in the last 60 days (based on ‘last referring’). A paid plan is credited to an affiliate so long as 90 days haven’t passed since the time the free trial was created (influence a sale, not a lead). Page to choose a method best for you.

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About Us - Graphly

https://graphly.io/about-us

Read our story below or watch the video. We were fortunate enough to have our founders and many other team members once work for Infusionsoft. Our time there caused us to “catch the software bug” and develop a passion for helping small business grow. We do this by helping small businesses identify the exact levers in their business that can be manipulated to increase top line revenue and decrease costs. There are all kinds of ways to reach us at Graphly. Check out our Contact Us.

graphly.io graphly.io

Graphly Unveils Product Roadmap for Prospects & Customers

https://graphly.io/roadmap

Here’s what we have in the pipe…. Last Updated: November 7, 2015). Time Between Sent & Opened. Campaign Email Stats (Negative). RFM – Recency, Frequency, Monetary. API – Push data from any service into your Graphly dashboard. Add Criteria Builder to all widgets. Switching between accounts on mobile. See something our roadmap is missing? Check out our most recent product updates on our blog. Vote for features and reports on our UserVoice Forum.

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Graphly Billing Policy - Graphly

https://graphly.io/billing-policy

Billing (The Short Version). Once you cancel you won’t be charged again, but you are responsible for whatever charges have already been incurred for the current billing period. For example, if your billing cycle is on the 18th of every month, and you cancel on the 24th, you’ll still have to pay for the current month, but you won’t be charged again after that. In order to treat everyone equally, no exceptions will be made. How do I cancel my account? Billing (The Long Version). Credit/Debit Card Billing: ...

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Blog - Graphly

https://graphly.io/blog

Opportunity Forecast (New Report). February 23, 2017. Most sales organizations inaccurately forecast revenue…are you one of them? Filed Under: Product Updates. Opportunity Funnel (New Report). February 16, 2017. Why do so many sales leaders stress over pipeline stages or the steps in their opportunity funnel? To get right. [Read more…]. Filed Under: Product Updates. What’s a New Customer Worth? January 31, 2017. Filed Under: Product Updates. New Release Schedule & 4 New Attribution Reports. Our team rece...

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